Howe & Rusling’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-114
| Closed | -$10K | – | 676 |
|
|
2022
Q3 | $10K | Hold |
114
| – | – | ﹤0.01% | 537 |
|
|
2022
Q2 | $12K | Hold |
114
| – | – | ﹤0.01% | 508 |
|
|
2022
Q1 | $13K | Sell |
114
-272
| -70% | -$31K | ﹤0.01% | 488 |
|
|
2021
Q4 | $44K | Buy |
386
+272
| +239% | +$31K | 0.01% | 337 |
|
|
2021
Q3 | $12K | Hold |
114
| – | – | ﹤0.01% | 482 |
|
|
2021
Q2 | $13K | Hold |
114
| – | – | ﹤0.01% | 453 |
|
|
2021
Q1 | $12K | Hold |
114
| – | – | ﹤0.01% | 462 |
|
|
2020
Q4 | $10K | Buy |
+114
| New | +$10K | ﹤0.01% | 486 |
|
|
2016
Q2 | – | Sell |
-181
| Closed | -$7K | – | 1009 |
|
|
2016
Q1 | $7K | Buy |
+181
| New | +$7K | ﹤0.01% | 599 |
|
|
2015
Q2 | – | Sell |
-21
| Closed | -$1K | – | 1088 |
|
|
2015
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 866 |
|