KWM
Kingsview Wealth Management’s Jabil JBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+928
| New | +$202K | ﹤0.01% | 1104 |
|
|
2024
Q2 | – | Sell |
-2,270
| Closed | -$304K | – | 1084 |
|
|
2024
Q1 | $304K | Sell |
2,270
-891
| -28% | -$119K | 0.01% | 810 |
|
|
2023
Q4 | $403K | Sell |
3,161
-352
| -10% | -$44.8K | 0.01% | 685 |
|
|
2023
Q3 | $446K | Sell |
3,513
-150
| -4% | -$19K | 0.02% | 648 |
|
|
2023
Q2 | $395K | Sell |
3,663
-350
| -9% | -$37.8K | 0.02% | 654 |
|
|
2023
Q1 | $354K | Buy |
+4,013
| New | +$354K | 0.01% | 665 |
|