Crewe Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.33K | Buy |
71
+56
| +373% | +$7.36K | ﹤0.01% | 469 |
|
2025
Q1 | $1.81K | Buy |
+15
| New | +$1.81K | ﹤0.01% | 549 |
|
2023
Q1 | – | Sell |
-31
| Closed | -$3.12K | – | 937 |
|
2022
Q4 | $3.12K | Sell |
31
-35
| -53% | -$3.53K | ﹤0.01% | 766 |
|
2022
Q3 | $6K | Buy |
66
+35
| +113% | +$3.18K | ﹤0.01% | 803 |
|
2022
Q2 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 901 |
|
2021
Q3 | – | Sell |
-58
| Closed | -$6K | – | 430 |
|
2021
Q2 | $6K | Sell |
58
-69
| -54% | -$7.14K | ﹤0.01% | 317 |
|
2021
Q1 | $14K | Hold |
127
| – | – | ﹤0.01% | 241 |
|
2020
Q4 | $11K | Hold |
127
| – | – | ﹤0.01% | 249 |
|
2020
Q3 | $10K | Buy |
+127
| New | +$10K | ﹤0.01% | 246 |
|