AE Wealth Management’s Jack in the Box JACK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,647
| Closed | -$647K | – | 1733 |
|
|
2021
Q3 | $647K | Buy |
6,647
+1,321
| +25% | +$129K | 0.01% | 1046 |
|
|
2021
Q2 | $594K | Buy |
+5,326
| New | +$594K | 0.01% | 1080 |
|
|
2021
Q1 | – | Sell |
-7,117
| Closed | -$660K | – | 1510 |
|
|
2020
Q4 | $660K | Sell |
7,117
-1,163
| -14% | -$108K | 0.01% | 862 |
|
|
2020
Q3 | $657K | Buy |
+8,280
| New | +$657K | 0.01% | 762 |
|