First Trust Direct Indexing’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,905
| Closed | -$247K | – | 462 |
|
|
2024
Q3 | $247K | Sell |
1,905
-328
| -15% | -$42.5K | 0.01% | 827 |
|
|
2024
Q2 | $258K | Buy |
2,233
+411
| +23% | +$47.5K | 0.02% | 723 |
|
|
2024
Q1 | $232K | Buy |
+1,822
| New | +$232K | 0.02% | 686 |
|
|
2021
Q1 | – | Sell |
-1,078
| Closed | -$97K | – | 688 |
|
|
2020
Q4 | $97K | Buy |
+1,078
| New | +$97K | 0.03% | 517 |
|