Dynamic Wealth Strategies’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Sell |
1,155
-76
| -6% | -$9.99K | 0.11% | 80 |
|
|
2025
Q1 | $147K | Buy |
+1,231
| New | +$147K | 0.12% | 80 |
|
|
2024
Q4 | – | Sell |
-1,195
| Closed | -$155K | – | 152 |
|
|
2024
Q3 | $155K | Sell |
1,195
-219
| -15% | -$28.4K | 0.13% | 80 |
|
|
2024
Q2 | $163K | Buy |
1,414
+116
| +9% | +$13.4K | 0.14% | 76 |
|
|
2024
Q1 | $165K | Buy |
1,298
+135
| +12% | +$17.2K | 0.14% | 74 |
|
|
2023
Q4 | $125K | Buy |
+1,163
| New | +$125K | 0.12% | 82 |
|