Golden State Wealth Management’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.8K | Sell |
158
-2
| -1% | -$263 | ﹤0.01% | 876 |
|
2025
Q1 | $19.1K | Hold |
160
| – | – | ﹤0.01% | 810 |
|
2024
Q4 | $21.1K | Buy |
+160
| New | +$21.1K | ﹤0.01% | 754 |
|
2020
Q2 | – | Sell |
-69
| Closed | -$5K | – | 558 |
|
2020
Q1 | $5K | Buy |
+69
| New | +$5K | ﹤0.01% | 741 |
|
2019
Q3 | – | Sell |
-109
| Closed | -$7K | – | 1086 |
|
2019
Q2 | $7K | Hold |
109
| – | – | ﹤0.01% | 812 |
|
2019
Q1 | $7K | Buy |
+109
| New | +$7K | ﹤0.01% | 845 |
|