GWM
Greenwich Wealth Management’s Jabil JBL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-12,175
| Closed | -$1.07M | – | 240 |
|
2023
Q1 | $1.07M | Sell |
12,175
-11,995
| -50% | -$1.06M | 0.12% | 102 |
|
2022
Q4 | $1.65M | Sell |
24,170
-36
| -0.1% | -$2.46K | 0.18% | 81 |
|
2022
Q3 | $1.4M | Sell |
24,206
-1,188
| -5% | -$68.6K | 0.15% | 86 |
|
2022
Q2 | $1.3M | Buy |
25,394
+112
| +0.4% | +$5.73K | 0.17% | 91 |
|
2022
Q1 | $1.56M | Buy |
25,282
+1,076
| +4% | +$66.4K | 0.16% | 90 |
|
2021
Q4 | $1.7M | Sell |
24,206
-1,504
| -6% | -$106K | 0.14% | 83 |
|
2021
Q3 | $1.5M | Buy |
25,710
+601
| +2% | +$35.1K | 0.12% | 86 |
|
2021
Q2 | $1.46M | Buy |
25,109
+264
| +1% | +$15.3K | 0.12% | 87 |
|
2021
Q1 | $1.3M | Buy |
24,845
+635
| +3% | +$33.1K | 0.1% | 91 |
|
2020
Q4 | $1.03M | Sell |
24,210
-652
| -3% | -$27.7K | 0.09% | 91 |
|
2020
Q3 | $852K | Sell |
24,862
-56
| -0.2% | -$1.92K | 0.15% | 92 |
|
2020
Q2 | $799K | Sell |
24,918
-506
| -2% | -$16.2K | 0.15% | 93 |
|
2020
Q1 | $625K | Buy |
25,424
+1,206
| +5% | +$29.6K | 0.13% | 92 |
|
2019
Q4 | $1M | Sell |
24,218
-1,590
| -6% | -$65.7K | 0.2% | 83 |
|
2019
Q3 | $923K | Sell |
25,808
-2,934
| -10% | -$105K | 0.18% | 89 |
|
2019
Q2 | $908K | Buy |
28,742
+356
| +1% | +$11.2K | 0.16% | 95 |
|
2019
Q1 | $755K | Buy |
28,386
+4,051
| +17% | +$108K | 0.13% | 97 |
|
2018
Q4 | $603K | Sell |
24,335
-48
| -0.2% | -$1.19K | 0.12% | 102 |
|
2018
Q3 | $660K | Sell |
24,383
-1,484
| -6% | -$40.2K | 0.12% | 105 |
|
2018
Q2 | $715K | Buy |
25,867
+1,532
| +6% | +$42.3K | 0.13% | 95 |
|
2018
Q1 | $699K | Buy |
24,335
+46
| +0.2% | +$1.32K | 0.11% | 95 |
|
2017
Q4 | $638K | Sell |
24,289
-1,222
| -5% | -$32.1K | 0.11% | 99 |
|
2017
Q3 | $728K | Buy |
25,511
+1,220
| +5% | +$34.8K | 0.13% | 94 |
|
2017
Q2 | $709K | Sell |
24,291
-39
| -0.2% | -$1.14K | 0.12% | 96 |
|
2017
Q1 | $704K | Buy |
24,330
+230
| +1% | +$6.66K | 0.09% | 93 |
|
2016
Q4 | $570K | Hold |
24,100
| – | – | 0.07% | 123 |
|
2016
Q3 | $526K | Hold |
24,100
| – | – | 0.09% | 127 |
|
2016
Q2 | $445K | Hold |
24,100
| – | – | 0.11% | 129 |
|
2016
Q1 | $464K | Hold |
24,100
| – | – | 0.12% | 124 |
|
2015
Q4 | $561K | Sell |
24,100
-133,560
| -85% | -$3.11M | 0.14% | 101 |
|
2015
Q3 | $3.53M | Sell |
157,660
-187,340
| -54% | -$4.19M | 0.85% | 36 |
|
2015
Q2 | $7.35M | Sell |
345,000
-75,000
| -18% | -$1.6M | 0.94% | 40 |
|
2015
Q1 | $9.82M | Hold |
420,000
| – | – | 1.11% | 34 |
|
2014
Q4 | $9.17M | Hold |
420,000
| – | – | 0.61% | 41 |
|
2014
Q3 | $8.47M | Hold |
420,000
| – | – | 0.57% | 44 |
|
2014
Q2 | $8.78M | Hold |
420,000
| – | – | 0.58% | 50 |
|
2014
Q1 | $7.56M | Hold |
420,000
| – | – | 0.52% | 52 |
|
2013
Q4 | $7.33M | Hold |
420,000
| – | – | 0.74% | 52 |
|
2013
Q3 | $9.11M | Hold |
420,000
| – | – | 0.65% | 39 |
|
2013
Q2 | $8.56M | Buy |
+420,000
| New | +$8.56M | 0.63% | 42 |
|