Kingswood Wealth 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 | $691K | Sell |
3,168
-158
| -5% | -$34.5K | 0.05% | 338 |
|
|
2025
Q1 | $453K | Buy |
3,326
+217
| +7% | +$29.5K | 0.04% | 422 |
|
|
2024
Q4 | $447K | Buy |
+3,109
| New | +$447K | 0.03% | 473 |
|
|
2024
Q3 | – | Sell |
-2,670
| Closed | -$290K | – | 711 |
|
|
2024
Q2 | $290K | Sell |
2,670
-37
| -1% | -$4.03K | 0.03% | 530 |
|
|
2024
Q1 | $363K | Sell |
2,707
-1,560
| -37% | -$209K | 0.04% | 426 |
|
|
2023
Q4 | $544K | Buy |
4,267
+2,523
| +145% | +$321K | 0.06% | 329 |
|
|
2023
Q3 | $221K | Buy |
+1,744
| New | +$221K | 0.04% | 373 |
|