WR Wealth Planners’s Jackson Financial JXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $20.6K | Hold |
236
| – | – | 0.01% | 455 |
|
|
2024
Q3 | $21.5K | Hold |
236
| – | – | 0.01% | 469 |
|
|
2024
Q2 | $17.5K | Buy |
236
+2
| +0.9% | +$149 | 0.01% | 465 |
|
|
2024
Q1 | $15.5K | Buy |
+234
| New | +$15.5K | ﹤0.01% | 503 |
|
|
2023
Q4 | – | Sell |
-229
| Closed | -$8.75K | – | 542 |
|
|
2023
Q3 | $8.75K | Buy |
+229
| New | +$8.75K | ﹤0.01% | 596 |
|