JWM
Jackson Wealth Management’s Etsy ETSY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-15,000
| Closed | -$3.09M | – | 99 |
|
2021
Q2 | $3.09M | Sell |
15,000
-5,000
| -25% | -$1.03M | 0.39% | 65 |
|
2021
Q1 | $4.03M | Buy |
+20,000
| New | +$4.03M | 0.6% | 47 |
|
2020
Q1 | – | Sell |
-30,000
| Closed | -$1.52M | – | 117 |
|
2019
Q4 | $1.52M | Buy |
+30,000
| New | +$1.52M | 0.25% | 93 |
|