First Trust Direct Indexing’s Jabil JBL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,606
| Closed | -$312K | – | 466 |
|
2024
Q3 | $312K | Buy |
2,606
+181
| +7% | +$21.7K | 0.02% | 714 |
|
2024
Q2 | $264K | Buy |
2,425
+381
| +19% | +$41.5K | 0.02% | 713 |
|
2024
Q1 | $274K | Buy |
2,044
+198
| +11% | +$26.5K | 0.02% | 636 |
|
2023
Q4 | $235K | Sell |
1,846
-60
| -3% | -$7.65K | 0.02% | 653 |
|
2023
Q3 | $242K | Sell |
1,906
-165
| -8% | -$20.9K | 0.03% | 587 |
|
2023
Q2 | $224K | Buy |
+2,071
| New | +$224K | 0.02% | 629 |
|
2021
Q1 | – | Sell |
-84
| Closed | -$4K | – | 689 |
|
2020
Q4 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 1044 |
|