Calamos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-12,334
| Closed | -$456K | – | 247 |
|
|
2014
Q4 | $456K | Sell |
12,334
-4,667
| -27% | -$173K | 0.13% | 171 |
|
|
2014
Q3 | $687K | Hold |
17,001
| – | – | 0.2% | 161 |
|
|
2014
Q2 | $749K | Sell |
17,001
-628
| -4% | -$27.7K | 0.21% | 152 |
|
|
2014
Q1 | $926K | Buy |
17,629
+1,717
| +11% | +$90.2K | 0.27% | 130 |
|
|
2013
Q4 | $829K | Buy |
15,912
+3,162
| +25% | +$165K | 0.25% | 130 |
|
|
2013
Q3 | $614K | Buy |
12,750
+454
| +4% | +$21.9K | 0.2% | 154 |
|
|
2013
Q2 | $561K | Buy |
+12,296
| New | +$561K | 0.2% | 143 |
|