Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-135
| Closed | -$6K | – | 648 |
|
|
2016
Q3 | $6K | Hold |
135
| – | – | ﹤0.01% | 869 |
|
|
2016
Q2 | $6K | Hold |
135
| – | – | ﹤0.01% | 875 |
|
|
2016
Q1 | $5K | Hold |
135
| – | – | ﹤0.01% | 840 |
|
|
2015
Q4 | $5K | Hold |
135
| – | – | ﹤0.01% | 933 |
|
|
2015
Q3 | $4K | Hold |
135
| – | – | ﹤0.01% | 983 |
|
|
2015
Q2 | $5K | Hold |
135
| – | – | ﹤0.01% | 962 |
|
|
2015
Q1 | $5K | Buy |
+135
| New | +$5K | ﹤0.01% | 927 |
|