JWM
PIV

Jackson Wealth Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Jackson Wealth Management’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-18,754
Closed -$466K – 74
2016
Q2 		$466K Buy
+18,754
New +$466K 0.17% 67