AWM
Avior Wealth Management’s Jack in the Box JACK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-312
| Closed | -$21.4K | – | 3000 |
|
|
2024
Q1 | $21.4K | Buy |
+312
| New | +$21.4K | ﹤0.01% | 1573 |
|
|
2023
Q4 | – | Sell |
-34
| Closed | -$2.35K | – | 1617 |
|
|
2023
Q3 | $2.35K | Buy |
+34
| New | +$2.35K | ﹤0.01% | 1366 |
|
|
2019
Q1 | – | Sell |
-5,205
| Closed | -$404K | – | 686 |
|
|
2018
Q4 | $404K | Buy |
5,205
+480
| +10% | +$37.3K | 0.1% | 198 |
|
|
2018
Q3 | $396K | Buy |
4,725
+2,250
| +91% | +$189K | 0.08% | 224 |
|
|
2018
Q2 | $185K | Buy |
2,475
+503
| +26% | +$37.6K | 0.04% | 345 |
|
|
2018
Q1 | $168K | Buy |
1,972
+277
| +16% | +$23.6K | 0.04% | 353 |
|
|
2017
Q4 | $166K | Buy |
+1,695
| New | +$166K | 0.04% | 375 |
|