BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-268
| Closed | -$26.1K | – | 977 |
|
|
2023
Q1 | $26.1K | Buy |
+268
| New | +$26.1K | ﹤0.01% | 483 |
|
|
2022
Q3 | – | Sell |
-21
| Closed | -$2K | – | 1017 |
|
|
2022
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 829 |
|
|
2022
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 857 |
|
|
2021
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 920 |
|
|
2021
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 885 |
|
|
2021
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 823 |
|
|
2021
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 783 |
|
|
2020
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 779 |
|