Jackson Wealth Management, LLC WISDOMTREE TR Transaction History

Jackson Wealth Management, LLC

$340 Million
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	N/A	-182,198 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	N/A	158,555 Added 670.62%	182,198 $4.57 Million
Q3 2021 Dec 10, 2021	SELL	N/A	-95,492 Reduced 80.15%	23,643 $4,000
Q2 2021 Aug 03, 2021	SELL	N/A	-197,298 Reduced 62.35%	119,135 $2.99 Million
Q1 2021 Apr 12, 2021	BUY	N/A	298,911 Added 1705.92%	316,433 $7.94 Million

Q4 2020 Feb 02, 2021	BUY	N/A	31 Added 0.18%	17,522 $440,000
Q3 2020 Oct 13, 2020	SELL	N/A	-895 Reduced 4.87%	17,491 $439,000
Q2 2020 Jul 27, 2020	SELL	N/A	-114,605 Reduced 86.18%	18,386 $462,000
Q1 2020 May 13, 2020	SELL	N/A	-197,776 Reduced 59.79%	132,991 $3.34 Million
Q4 2019 Feb 04, 2020	BUY	N/A	9,873 Added 3.08%	330,767 $8.29 Million
Q3 2019 Nov 07, 2019	BUY	N/A	19,247 Added 6.38%	320,894 $8.04 Million
Q2 2019 Jul 12, 2019	SELL	N/A	-1,162 Reduced 0.38%	301,647 $7.57 Million
Q1 2019 May 09, 2019	SELL	N/A	-10,301 Reduced 3.29%	302,809 $7.59 Million
Q4 2018 Jan 24, 2019	BUY	N/A	313,110 New	313,110 $7.85 Million

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