Atlas Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-90
| Closed | -$5.05K | – | 961 |
|
|
2022
Q2 | $5.05K | Hold |
90
| – | – | ﹤0.01% | 845 |
|
|
2022
Q1 | $8.41K | Hold |
90
| – | – | ﹤0.01% | 728 |
|
|
2021
Q4 | $7.87K | Buy |
+90
| New | +$7.87K | ﹤0.01% | 746 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$234K | – | 690 |
|
|
2019
Q4 | $234K | Hold |
3,000
| – | – | 0.06% | 294 |
|
|
2019
Q3 | $273K | Hold |
3,000
| – | – | 0.08% | 269 |
|
|
2019
Q2 | $244K | Sell |
3,000
-1,000
| -25% | -$81.4K | 0.08% | 258 |
|
|
2019
Q1 | $324K | Hold |
4,000
| – | – | 0.12% | 204 |
|
|
2018
Q4 | $311K | Hold |
4,000
| – | – | 0.12% | 203 |
|
|
2018
Q3 | $335K | Hold |
4,000
| – | – | 0.11% | 226 |
|
|
2018
Q2 | $338K | Hold |
4,000
| – | – | 0.12% | 211 |
|
|
2018
Q1 | $341K | Buy |
+4,000
| New | +$341K | 0.1% | 235 |
|