Mark Sheptoff Financial Planning’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-967
| Closed | -$111K | – | 459 |
|
|
2021
Q4 | $111K | Sell |
967
-2,660
| -73% | -$305K | 0.05% | 134 |
|
|
2021
Q3 | $398K | Buy |
+3,627
| New | +$398K | 0.22% | 70 |
|
|
2018
Q2 | – | Sell |
-242
| Closed | -$12K | – | 375 |
|
|
2018
Q1 | $12K | Buy |
+242
| New | +$12K | 0.01% | 270 |
|
|
2017
Q2 | – | Sell |
-727
| Closed | -$33K | – | 368 |
|
|
2017
Q1 | $33K | Buy |
+727
| New | +$33K | 0.02% | 200 |
|