JWM
Jackson Wealth Management’s Synopsys SNPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,286
| Closed | -$2.55M | – | 166 |
|
|
2024
Q2 | $2.55M | Sell |
4,286
-3,360
| -44% | -$2M | 0.55% | 48 |
|
|
2024
Q1 | $4.37M | Buy |
7,646
+595
| +8% | +$340K | 0.55% | 47 |
|
|
2023
Q4 | $3.63M | Buy |
7,051
+206
| +3% | +$106K | 0.48% | 48 |
|
|
2023
Q3 | $3.14M | Buy |
6,845
+154
| +2% | +$70.7K | 0.45% | 48 |
|
|
2023
Q2 | $2.91M | Buy |
6,691
+535
| +9% | +$233K | 0.43% | 53 |
|
|
2023
Q1 | $2.38M | Buy |
+6,156
| New | +$2.38M | 1.79% | 15 |
|