Burney Company’s Jack in the Box JACK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,144
| Closed | -$338K | – | 609 |
|
|
2023
Q4 | $338K | Sell |
4,144
-80,715
| -95% | -$6.59M | 0.01% | 478 |
|
|
2023
Q3 | $5.86M | Buy |
84,859
+28,090
| +49% | +$1.94M | 0.27% | 95 |
|
|
2023
Q2 | $5.54M | Buy |
56,769
+8,913
| +19% | +$869K | 0.25% | 103 |
|
|
2023
Q1 | $4.19M | Buy |
47,856
+1,892
| +4% | +$166K | 0.21% | 138 |
|
|
2022
Q4 | $3.14M | Buy |
+45,964
| New | +$3.14M | 0.16% | 160 |
|