JWM
Jackson Wealth Management’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.61M | Sell |
26,921
-239
| -0.9% | -$85.3K | 1.05% | 24 |
|
|
2025
Q1 | $7.38M | Sell |
27,160
-319
| -1% | -$86.7K | 0.9% | 29 |
|
|
2024
Q4 | $9.12M | Sell |
27,479
-302
| -1% | -$100K | 1.03% | 23 |
|
|
2024
Q3 | $9.21M | Buy |
27,781
+11,794
| +74% | +$3.91M | 1.1% | 20 |
|
|
2024
Q2 | $5.01M | Sell |
15,987
-12,270
| -43% | -$3.85M | 1.07% | 19 |
|
|
2024
Q1 | $8.84M | Buy |
28,257
+24
| +0.1% | +$7.5K | 1.1% | 18 |
|
|
2023
Q4 | $6.8M | Sell |
28,233
-604
| -2% | -$145K | 0.9% | 25 |
|
|
2023
Q3 | $6.15M | Sell |
28,837
-74
| -0.3% | -$15.8K | 0.88% | 23 |
|
|
2023
Q2 | $5.81M | Buy |
+28,911
| New | +$5.81M | 0.85% | 26 |
|
|
2023
Q1 | – | Sell |
-29,947
| Closed | -$4.7M | – | 146 |
|
|
2022
Q4 | $4.7M | Sell |
29,947
-1,980
| -6% | -$311K | 1.73% | 18 |
|
|
2022
Q3 | $4.26M | Buy |
31,927
+17,269
| +118% | +$2.3M | 0.84% | 34 |
|
|
2022
Q2 | $1.85M | Sell |
14,658
-20,450
| -58% | -$2.58M | 0.86% | 33 |
|
|
2022
Q1 | $5.33M | Sell |
35,108
-581
| -2% | -$88.2K | 0.74% | 37 |
|
|
2021
Q4 | $6.17M | Sell |
35,689
-22
| -0.1% | -$3.8K | 0.78% | 40 |
|
|
2021
Q3 | $37K | Buy |
35,711
+35
| +0.1% | +$36 | 0.45% | 43 |
|
|
2021
Q2 | $5.29M | Buy |
35,676
+19
| +0.1% | +$2.82K | 0.67% | 42 |
|
|
2021
Q1 | $4.93M | Sell |
35,657
-181
| -0.5% | -$25K | 0.74% | 42 |
|
|
2020
Q4 | $4.31M | Sell |
35,838
-604
| -2% | -$72.6K | 0.59% | 46 |
|
|
2020
Q3 | $3.72M | Buy |
36,442
+1,372
| +4% | +$140K | 0.56% | 48 |
|
|
2020
Q2 | $3.07M | Buy |
35,070
+2,105
| +6% | +$184K | 0.55% | 49 |
|
|
2020
Q1 | $2.67M | Sell |
32,965
-12,336
| -27% | -$999K | 0.56% | 40 |
|
|
2019
Q4 | $4.39M | Buy |
45,301
+1,096
| +2% | +$106K | 0.73% | 42 |
|
|
2019
Q3 | $3.47M | Buy |
44,205
+8,734
| +25% | +$686K | 0.73% | 40 |
|
|
2019
Q2 | $2.9M | Buy |
35,471
+764
| +2% | +$62.5K | 0.63% | 42 |
|
|
2019
Q1 | $2.8M | Buy |
34,707
+1,279
| +4% | +$103K | 0.68% | 39 |
|
|
2018
Q4 | $2.23M | Sell |
33,428
-837
| -2% | -$55.8K | 0.67% | 40 |
|
|
2018
Q3 | $2.97M | Buy |
34,265
+1,515
| +5% | +$131K | 0.63% | 37 |
|
|
2018
Q2 | $2.59M | Sell |
32,750
-262
| -0.8% | -$20.7K | 0.6% | 41 |
|
|
2018
Q1 | $2.59M | Sell |
33,012
-4,552
| -12% | -$358K | 0.72% | 35 |
|
|
2017
Q4 | $3.08M | Buy |
37,564
+172
| +0.5% | +$14.1K | 0.78% | 34 |
|
|
2017
Q3 | $2.92M | Buy |
37,392
+1,776
| +5% | +$139K | 0.79% | 29 |
|
|
2017
Q2 | $2.65M | Buy |
35,616
+3,040
| +9% | +$226K | 0.84% | 25 |
|
|
2017
Q1 | $2.43M | Buy |
32,576
+2,003
| +7% | +$149K | 0.88% | 25 |
|
|
2016
Q4 | $2.07M | Buy |
+30,573
| New | +$2.07M | 0.81% | 26 |
|