JFS Wealth Advisors’s Jack in the Box JACK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7
| Closed | -$357 | – | 1994 |
|
|
2024
Q2 | $357 | Sell |
7
-3
| -30% | -$153 | ﹤0.01% | 1846 |
|
|
2024
Q1 | $685 | Buy |
10
+2
| +25% | +$137 | ﹤0.01% | 1732 |
|
|
2023
Q4 | $654 | Hold |
8
| – | – | ﹤0.01% | 1754 |
|
|
2023
Q3 | $553 | Sell |
8
-5
| -38% | -$346 | ﹤0.01% | 1731 |
|
|
2023
Q2 | $1.27K | Hold |
13
| – | – | ﹤0.01% | 1530 |
|
|
2023
Q1 | $1.14K | Buy |
13
+4
| +44% | +$350 | ﹤0.01% | 1544 |
|
|
2022
Q4 | $614 | Sell |
9
-5
| -36% | -$341 | ﹤0.01% | 1702 |
|
|
2022
Q3 | $1K | Buy |
14
+2
| +17% | +$143 | ﹤0.01% | 1569 |
|
|
2022
Q2 | $1K | Buy |
12
+1
| +9% | +$83 | ﹤0.01% | 1553 |
|
|
2022
Q1 | $1K | Buy |
11
+7
| +175% | +$636 | ﹤0.01% | 1660 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1794 |
|