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  Name: Jackson Grant Investment Advisers Inc.
  City: Stamford
  State: CT
  Zip: 06905
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $244,060,000
  Total Value Change : $18,375,000
  Securities Held Change : -2
   
All Securities Held : 392
  New Positions : 4
  Closed Positions : 6
  Increased Positions : 92
  Unchanged Positions : 257
  Decreased Positions : 39

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (HOG)1 Year Chart         HOG Harley Davidson Inc 397 Closed $39.10 $0 0 0% -1,000 -28 0    Recreational Vehicles
   (FWONA)1 Year Chart         FWONA Liberty Media Corp 396 Closed $65.00 $0 0 0% 0 -8 0    Entertainment - Diver...
   (CRNC)1 Year Chart         CRNC Cerence Inc. 395 Closed $3.51 $0 0 0% 0 -24 0    N/A
   (FWONK)1 Year Chart         FWONK Liberty Media Corporation 394 Closed $0.00 $0 0 0% -1,000 -11 0    N/A
   (WYNN)1 Year Chart         WYNN Wynn Resorts Ltd 393 Closed $94.09 $0 0 0% -1,000 -8 0    Gambling/Resorts
   (IAC)1 Year Chart         IAC IAC/InterActiveCorp 398 Closed $49.46 $0 0 0% 0 -7 0    Internet Software & S...

      6 Records Found
  1    
Page 1 of 1
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