Center for Financial Planning’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 | – | Sell |
-193
| Closed | -$21K | – | 509 |
|
|
2021
Q2 | $21K | Sell |
193
-5
| -3% | -$544 | 0.01% | 303 |
|
|
2021
Q1 | $21K | Sell |
198
-4
| -2% | -$424 | 0.01% | 302 |
|
|
2020
Q4 | $18K | Hold |
202
| – | – | 0.01% | 296 |
|
|
2020
Q3 | $15K | Hold |
202
| – | – | ﹤0.01% | 284 |
|
|
2020
Q2 | $14K | Buy |
+202
| New | +$14K | ﹤0.01% | 284 |
|