Jackson Wealth Management, LLC SCHWAB CHARLES FAMIL TRSY OBL V Transaction History

Jackson Wealth Management, LLC

  • $340 Million
  • Q2 2024
Number of Shares
453,690
Previous 2,336,360 80.58%
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
Q2 2024

Jul 01, 2024
SELL
N/A
-1,882,670 Reduced 80.58%
453,690 $0
Q1 2024

Jun 11, 2024
BUY
N/A
233,646 Added 11.11%
2,336,360 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-187,518 Reduced 8.19%
2,102,714 $0
Q3 2023

Nov 14, 2023
BUY
N/A
2,290,232 New
2,290,232 $0
Q1 2023

May 12, 2023
BUY
N/A
1,762,247 New
1,762,247 $0
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