Gideon Capital Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,860
| Closed | -$222K | – | 333 |
|
|
2017
Q1 | $222K | Sell |
4,860
-915
| -16% | -$41.8K | 0.13% | 345 |
|
|
2016
Q4 | $273K | Buy |
+5,775
| New | +$273K | 0.17% | 295 |
|
|
2016
Q3 | – | Sell |
-8,304
| Closed | -$342K | – | 232 |
|
|
2016
Q2 | $342K | Buy |
+8,304
| New | +$342K | 0.2% | 133 |
|
|
2015
Q4 | – | Sell |
-8,615
| Closed | -$267K | – | 236 |
|
|
2015
Q3 | $267K | Sell |
8,615
-4,720
| -35% | -$146K | 0.16% | 168 |
|
|
2015
Q2 | $448K | Buy |
+13,335
| New | +$448K | 0.19% | 142 |
|
|
2014
Q4 | – | Sell |
-24,450
| Closed | -$987K | – | 249 |
|
|
2014
Q3 | $987K | Buy |
24,450
+749
| +3% | +$30.2K | 0.38% | 88 |
|
|
2014
Q2 | $1.05M | Buy |
+23,701
| New | +$1.05M | 0.38% | 88 |
|