Cooper Financial Group’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,650
| Closed | -$214K | – | 401 |
|
|
2024
Q3 | $214K | Sell |
1,650
-317
| -16% | -$41.1K | 0.03% | 360 |
|
|
2024
Q2 | $227K | Hold |
1,967
| – | – | 0.03% | 350 |
|
|
2024
Q1 | $250K | Hold |
1,967
| – | – | 0.04% | 314 |
|
|
2023
Q4 | $211K | Buy |
1,967
+1
| +0.1% | +$107 | 0.04% | 327 |
|
|
2023
Q3 | $222K | Buy |
+1,966
| New | +$222K | 0.05% | 302 |
|