One Wealth Advisors’s Jackson Financial JXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,026
Closed -$200K 250
2024
Q1
$200K Sell
3,026
-1,861
-38% -$123K 0.03% 242
2023
Q4
$250K Buy
+4,887
New +$250K 0.05% 181