Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-59,761
| Closed | -$6.75M | – | 165 |
|
|
2023
Q3 | $6.75M | Buy |
+59,761
| New | +$6.75M | 1.03% | 34 |
|
|
2022
Q3 | – | Sell |
-6
| Closed | -$1K | – | 452 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 570 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 586 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 547 |
|
|
2021
Q1 | – | Sell |
-6
| Closed | – | – | 290 |
|
|
2020
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 455 |
|