Jackson Wealth Management, LLC PROFESSIONALLY MANAGED PORTF CNGR LGC INSTL Transaction History

Jackson Wealth Management, LLC

  • $572 Million
  • Q1 2025
Number of Shares
14,442
Previous 15,105 4.39%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
N/A
-663 Reduced 4.39%
14,442 $0
Q4 2024

Jan 27, 2025
BUY
N/A
815 Added 5.7%
15,105 $0
Q4 2023

Feb 14, 2024
BUY
N/A
492 Added 3.57%
14,290 $0
Q2 2023

Aug 02, 2023
SELL
N/A
-725 Reduced 4.99%
13,798 $0
Q1 2023

May 12, 2023
BUY
N/A
14,523 New
14,523 $0
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