Simplicity Solutions’s Jackson Financial JXN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-8,665
| Closed | -$265K | – | 1049 |
|
2023
Q2 | $265K | Buy |
8,665
+1,450
| +20% | +$44.4K | 0.01% | 875 |
|
2023
Q1 | $270K | Buy |
7,215
+355
| +5% | +$13.3K | 0.01% | 895 |
|
2022
Q4 | $239K | Sell |
6,860
-1,046
| -13% | -$36.4K | 0.03% | 563 |
|
2022
Q3 | $219K | Buy |
+7,906
| New | +$219K | 0.03% | 568 |
|