Fortune Financial 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
Q3 | – | Sell |
-11,391
| Closed | -$1.32M | – | 108 |
|
2024
Q2 | $1.32M | Buy |
11,391
+913
| +9% | +$106K | 0.81% | 39 |
|
2024
Q1 | $1.33M | Buy |
10,478
+951
| +10% | +$121K | 0.84% | 34 |
|
2023
Q4 | $1.02M | Sell |
9,527
-31
| -0.3% | -$3.33K | 0.71% | 47 |
|
2023
Q3 | $1.08M | Buy |
9,558
+427
| +5% | +$48.2K | 0.83% | 40 |
|
2023
Q2 | $898K | Buy |
+9,131
| New | +$898K | 0.67% | 46 |
|