Glassman Wealth Services’s Jack in the Box JACK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$408 | – | 1004 |
|
|
2023
Q4 | $408 | Hold |
5
| – | – | ﹤0.01% | 1762 |
|
|
2023
Q3 | $345 | Hold |
5
| – | – | ﹤0.01% | 1806 |
|
|
2023
Q2 | $488 | Hold |
5
| – | – | ﹤0.01% | 1641 |
|
|
2023
Q1 | $438 | Hold |
5
| – | – | ﹤0.01% | 1640 |
|
|
2022
Q4 | $341 | Hold |
5
| – | – | ﹤0.01% | 1699 |
|
|
2022
Q3 | $0 | Sell |
5
-14
| -74% | – | ﹤0.01% | 1829 |
|
|
2022
Q2 | $1K | Buy |
19
+14
| +280% | +$737 | ﹤0.01% | 1444 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1793 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1767 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1704 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1315 |
|
|
2021
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1271 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1441 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1407 |
|
|
2020
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1380 |
|
|
2020
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1338 |
|