Integrated Wealth Concepts’s Jabil JBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
1,403
-1,408
| -50% | -$307K | ﹤0.01% | 1536 |
|
|
2025
Q1 | $382K | Buy |
2,811
+720
| +34% | +$98K | ﹤0.01% | 1276 |
|
|
2024
Q4 | $301K | Buy |
2,091
+228
| +12% | +$32.8K | ﹤0.01% | 1359 |
|
|
2024
Q3 | $223K | Buy |
+1,863
| New | +$223K | ﹤0.01% | 1511 |
|
|
2024
Q2 | – | Sell |
-2,049
| Closed | -$275K | – | 1684 |
|
|
2024
Q1 | $275K | Buy |
2,049
+325
| +19% | +$43.6K | ﹤0.01% | 1371 |
|
|
2023
Q4 | $220K | Buy |
+1,724
| New | +$220K | ﹤0.01% | 1421 |
|