Eads & Heald 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,434
| Closed | -$216K | – | 138 |
|
|
2015
Q2 | $216K | Sell |
6,434
-1,207
| -16% | -$40.5K | 0.14% | 127 |
|
|
2015
Q1 | $285K | Sell |
7,641
-1,042
| -12% | -$38.9K | 0.18% | 116 |
|
|
2014
Q4 | $321K | Sell |
8,683
-6,637
| -43% | -$245K | 0.2% | 112 |
|
|
2014
Q3 | $619K | Buy |
15,320
+653
| +4% | +$26.4K | 0.42% | 95 |
|
|
2014
Q2 | $646K | Buy |
14,667
+628
| +4% | +$27.7K | 0.43% | 91 |
|
|
2014
Q1 | $737K | Sell |
14,039
-284
| -2% | -$14.9K | 0.48% | 86 |
|
|
2013
Q4 | $746K | Sell |
14,323
-517
| -3% | -$26.9K | 0.5% | 86 |
|
|
2013
Q3 | $714K | Buy |
14,840
+155
| +1% | +$7.46K | 0.51% | 83 |
|
|
2013
Q2 | $670K | Buy |
+14,685
| New | +$670K | 0.47% | 84 |
|