Axxcess 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 |
-3,053
| Closed | -$209K | – | 905 |
|
|
2024
Q1 | $209K | Sell |
3,053
-115
| -4% | -$7.88K | 0.01% | 801 |
|
|
2023
Q4 | $259K | Sell |
3,168
-12
| -0.4% | -$980 | 0.01% | 693 |
|
|
2023
Q3 | $220K | Buy |
+3,180
| New | +$220K | 0.01% | 704 |
|
|
2023
Q2 | – | Sell |
-3,172
| Closed | -$278K | – | 647 |
|
|
2023
Q1 | $278K | Buy |
3,172
+31
| +1% | +$2.72K | 0.02% | 497 |
|
|
2022
Q4 | $214K | Buy |
+3,141
| New | +$214K | 0.02% | 543 |
|