J.W. Cole Advisors’s Jabil JBL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $917K | Buy |
4,205
+1,608
| +62% | +$351K | 0.02% | 696 |
|
2025
Q1 | $353K | Buy |
2,597
+535
| +26% | +$72.8K | 0.01% | 886 |
|
2024
Q4 | $297K | Buy |
2,062
+305
| +17% | +$43.9K | 0.01% | 785 |
|
2024
Q3 | $211K | Buy |
+1,757
| New | +$211K | 0.01% | 889 |
|
2024
Q2 | – | Sell |
-1,593
| Closed | -$213K | – | 920 |
|
2024
Q1 | $213K | Sell |
1,593
-42
| -3% | -$5.63K | 0.01% | 811 |
|
2023
Q4 | $208K | Sell |
1,635
-267
| -14% | -$34K | 0.01% | 751 |
|
2023
Q3 | $241K | Sell |
1,902
-334
| -15% | -$42.4K | 0.02% | 629 |
|
2023
Q2 | $241K | Buy |
+2,236
| New | +$241K | 0.02% | 644 |
|