Independent Solutions Wealth Management’s Jabil JBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,960
Closed -$263K 170
2024
Q1
$263K Sell
1,960
-455
-19% -$60.9K 0.06% 154
2023
Q4
$308K Sell
2,415
-559
-19% -$71.2K 0.08% 142
2023
Q3
$377K Sell
2,974
-258
-8% -$32.7K 0.1% 144
2023
Q2
$349K Sell
3,232
-155
-5% -$16.7K 0.09% 152
2023
Q1
$299K Sell
3,387
-48
-1% -$4.23K 0.09% 161
2022
Q4
$234K Sell
3,435
-128
-4% -$8.73K 0.07% 194
2022
Q3
$206K Sell
3,563
-615
-15% -$35.5K 0.07% 203
2022
Q2
$214K Buy
+4,178
New +$214K 0.07% 203