Financial Advocates Investment Management’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,127
| Closed | -$228K | – | 778 |
|
|
2021
Q1 | $228K | Buy |
+2,127
| New | +$228K | 0.02% | 670 |
|
|
2019
Q3 | – | Sell |
-3,649
| Closed | -$254K | – | 490 |
|
|
2019
Q2 | $254K | Sell |
3,649
-423
| -10% | -$29.4K | 0.03% | 393 |
|
|
2019
Q1 | $253K | Sell |
4,072
-1,470
| -27% | -$91.3K | 0.03% | 391 |
|
|
2018
Q4 | $268K | Buy |
5,542
+1
| +0% | +$48 | 0.04% | 358 |
|
|
2018
Q3 | $351K | Sell |
5,541
-222
| -4% | -$14.1K | 0.04% | 350 |
|
|
2018
Q2 | $305K | Sell |
5,763
-1,417
| -20% | -$75K | 0.04% | 365 |
|
|
2018
Q1 | $351K | Buy |
7,180
+146
| +2% | +$7.14K | 0.05% | 333 |
|
|
2017
Q4 | $384K | Buy |
+7,034
| New | +$384K | 0.05% | 304 |
|