Jackson Wealth Management’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-1,210
Closed -$145K 103
2015
Q3
$145K Buy
+1,210
New +$145K 0.05% 102
2015
Q1
Sell
-2,133
Closed -$323K 131
2014
Q4
$323K Buy
+2,133
New +$323K 0.11% 98