JWM
Jackson Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-46,951
| Closed | -$9.97M | – | 99 |
|
|
2022
Q1 | $9.97M | Sell |
46,951
-23,391
| -33% | -$4.97M | 1.38% | 18 |
|
|
2021
Q4 | $17.9M | Buy |
70,342
+813
| +1% | +$207K | 2.26% | 12 |
|
|
2021
Q3 | $125K | Buy |
69,529
+15,640
| +29% | +$28.1K | 1.51% | 13 |
|
|
2021
Q2 | $13.2M | Buy |
53,889
+5,055
| +10% | +$1.23M | 1.67% | 18 |
|
|
2021
Q1 | $10.3M | Buy |
48,834
+3,857
| +9% | +$817K | 1.55% | 16 |
|
|
2020
Q4 | $10M | Buy |
44,977
+2,753
| +7% | +$613K | 1.36% | 14 |
|
|
2020
Q3 | $10.6M | Buy |
42,224
+6,539
| +18% | +$1.64M | 1.59% | 13 |
|
|
2020
Q2 | $6.69M | Buy |
35,685
+3,257
| +10% | +$610K | 1.19% | 20 |
|
|
2020
Q1 | $5.92M | Sell |
32,428
-13,978
| -30% | -$2.55M | 1.24% | 19 |
|
|
2019
Q4 | $8.45M | Buy |
46,406
+2,942
| +7% | +$536K | 1.4% | 17 |
|
|
2019
Q3 | $6.36M | Buy |
43,464
+25,300
| +139% | +$3.7M | 1.33% | 17 |
|
|
2019
Q2 | $2.81M | Buy |
18,164
+5,476
| +43% | +$847K | 0.61% | 44 |
|
|
2019
Q1 | $2.01M | Buy |
12,688
+303
| +2% | +$48K | 0.49% | 58 |
|
|
2018
Q4 | $1.62M | Buy |
+12,385
| New | +$1.62M | 0.48% | 57 |
|