Jackson Wealth Management’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,369
Closed -$418K 97
2022
Q3
$418K Buy
+1,369
New +$418K 0.08% 89
2022
Q2
Sell
-1,617
Closed -$663K 116
2022
Q1
$663K Sell
1,617
-3,193
-66% -$1.31M 0.09% 98
2021
Q4
$2.27M Buy
+4,810
New +$2.27M 0.29% 80