Carson Advisory’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,737
| Closed | -$475K | – | 173 |
|
|
2024
Q1 | $475K | Hold |
3,737
| – | – | 0.33% | 86 |
|
|
2023
Q4 | $401K | Hold |
3,737
| – | – | 0.31% | 91 |
|
|
2023
Q3 | $422K | Hold |
3,737
| – | – | 0.37% | 84 |
|
|
2023
Q2 | $367K | Buy |
+3,737
| New | +$367K | 0.31% | 91 |
|
|
2022
Q3 | – | Sell |
-2,087
| Closed | -$219K | – | 129 |
|
|
2022
Q2 | $219K | Hold |
2,087
| – | – | 0.24% | 104 |
|
|
2022
Q1 | $238K | Hold |
2,087
| – | – | 0.24% | 112 |
|
|
2021
Q4 | $240K | Buy |
+2,087
| New | +$240K | 0.24% | 109 |
|