Lee Financial’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-135
| Closed | -$14.5K | – | 506 |
|
2023
Q4 | $14.5K | Hold |
135
| – | – | ﹤0.01% | 367 |
|
2023
Q3 | $15.3K | Hold |
135
| – | – | ﹤0.01% | 339 |
|
2023
Q2 | $13.3K | Sell |
135
-37
| -22% | -$3.65K | ﹤0.01% | 368 |
|
2023
Q1 | $16.7K | Buy |
172
+37
| +27% | +$3.59K | ﹤0.01% | 337 |
|
2022
Q4 | $13.4K | Hold |
135
| – | – | ﹤0.01% | 413 |
|
2022
Q3 | $12K | Hold |
135
| – | – | ﹤0.01% | 408 |
|
2022
Q2 | $14K | Buy |
135
+14
| +12% | +$1.45K | ﹤0.01% | 394 |
|
2022
Q1 | $14K | Sell |
121
-14
| -10% | -$1.62K | ﹤0.01% | 390 |
|
2021
Q4 | $16K | Buy |
135
+14
| +12% | +$1.66K | ﹤0.01% | 408 |
|
2021
Q3 | $13K | Hold |
121
| – | – | ﹤0.01% | 394 |
|
2021
Q2 | $13K | Hold |
121
| – | – | ﹤0.01% | 377 |
|
2021
Q1 | $13K | Buy |
+121
| New | +$13K | ﹤0.01% | 362 |
|