BWM
J icon

Biltmore Wealth Management’s Jacobs Solutions J Stock Holding History

Biltmore Wealth Management’s Portfolio J Stock Details J Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,975
Closed -$542K – 54
2020
Q4 		$542K Sell
4,975
-114
-2% -$12.4K 0.28% 27
2020
Q3 		$432K Sell
5,089
-504
-9% -$42.8K 0.25% 28
2020
Q2 		$443K Buy
+5,593
New +$443K 0.29% 24