Financial Synergies Wealth Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-154
| Closed | -$19.6K | – | 258 |
|
|
2024
Q1 | $19.6K | Buy |
154
+152
| +7,600% | +$19.3K | ﹤0.01% | 198 |
|
|
2023
Q4 | $241 | Buy |
+2
| New | +$241 | ﹤0.01% | 435 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$236 | – | 514 |
|
|
2023
Q1 | $236 | Hold |
2
| – | – | ﹤0.01% | 475 |
|
|
2022
Q4 | $241 | Hold |
2
| – | – | ﹤0.01% | 435 |
|
|
2022
Q3 | $217 | Hold |
2
| – | – | ﹤0.01% | 442 |
|
|
2022
Q2 | $255 | Buy |
+2
| New | +$255 | ﹤0.01% | 454 |
|