Arbor Wealth Management’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $208K | Sell |
1,803
-302
| -14% | -$34.8K | 0.05% | 59 |
|
2021
Q3 | $231K | Sell |
2,105
-604
| -22% | -$66.3K | 0.05% | 45 |
|
2021
Q2 | $299K | Sell |
2,709
-836
| -24% | -$92.3K | 0.07% | 39 |
|
2021
Q1 | $379K | Sell |
3,545
-749
| -17% | -$80.1K | 0.11% | 30 |
|
2020
Q4 | $387K | Sell |
4,294
-435
| -9% | -$39.2K | 0.15% | 32 |
|
2020
Q3 | $363K | Sell |
4,729
-362
| -7% | -$27.8K | 0.14% | 35 |
|
2020
Q2 | $357K | Sell |
5,091
-230
| -4% | -$16.1K | 0.17% | 34 |
|
2020
Q1 | $349K | Buy |
+5,321
| New | +$349K | 0.22% | 31 |
|
2019
Q3 | – | Sell |
-295
| Closed | -$21K | – | 123 |
|
2019
Q2 | $21K | Buy |
+295
| New | +$21K | 0.01% | 106 |
|
2019
Q1 | – | Sell |
-295
| Closed | -$14K | – | 208 |
|
2018
Q4 | $14K | Buy |
+295
| New | +$14K | 0.01% | 107 |
|