Berman Capital Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $38K | Buy |
349
+220
| +171% | +$24K | 0.01% | 783 |
|
|
2021
Q2 | $14K | Buy |
129
+42
| +48% | +$4.56K | ﹤0.01% | 1027 |
|
|
2021
Q1 | $9K | Hold |
87
| – | – | ﹤0.01% | 1061 |
|
|
2020
Q4 | $7K | Buy |
87
+14
| +19% | +$1.13K | ﹤0.01% | 1046 |
|
|
2020
Q3 | $5K | Hold |
73
| – | – | ﹤0.01% | 1043 |
|
|
2020
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q1 | $4K | Buy |
73
+49
| +204% | +$2.69K | ﹤0.01% | 946 |
|
|
2019
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1342 |
|
|
2019
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1328 |
|
|
2019
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 1339 |
|
|
2019
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 1221 |
|
|
2018
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1012 |
|