JWM
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Jackson Wealth Management’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Jackson Wealth Management’s Portfolio QUS Stock Details QUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-196,696
Closed -$19.1M – 154
2019
Q4 		$19.1M Buy
196,696
+672
+0.3% +$65.2K 3.16% 6
2019
Q3 		$17.2M Buy
196,024
+10,455
+6% +$918K 3.6% 4
2019
Q2 		$16.3M Buy
+185,569
New +$16.3M 3.54% 6