Baker Tilly Wealth Management’s Jabil JBL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-3,410
| Closed | -$457K | – | 350 |
|
2024
Q1 | $457K | Sell |
3,410
-12
| -0.4% | -$1.61K | 0.08% | 276 |
|
2023
Q4 | $436K | Sell |
3,422
-45
| -1% | -$5.73K | 0.07% | 308 |
|
2023
Q3 | $440K | Sell |
3,467
-58
| -2% | -$7.36K | 0.07% | 288 |
|
2023
Q2 | $380K | Sell |
3,525
-50
| -1% | -$5.4K | 0.04% | 406 |
|
2023
Q1 | $315K | Sell |
3,575
-138
| -4% | -$12.2K | 0.04% | 444 |
|
2022
Q4 | $253K | Sell |
3,713
-370
| -9% | -$25.2K | 0.03% | 468 |
|
2022
Q3 | $236K | Sell |
4,083
-5
| -0.1% | -$289 | 0.03% | 447 |
|
2022
Q2 | $209K | Sell |
4,088
-2
| -0% | -$102 | 0.03% | 464 |
|
2022
Q1 | $252K | Buy |
4,090
+25
| +0.6% | +$1.54K | 0.03% | 454 |
|
2021
Q4 | $286K | Hold |
4,065
| – | – | 0.03% | 439 |
|
2021
Q3 | $237K | Sell |
4,065
-34
| -0.8% | -$1.98K | 0.03% | 457 |
|
2021
Q2 | $238K | Hold |
4,099
| – | – | 0.04% | 444 |
|
2021
Q1 | $214K | Buy |
+4,099
| New | +$214K | 0.04% | 437 |
|