Mark Sheptoff Financial Planning’s Jabil JBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$12.7K | – | 415 |
|
|
2023
Q4 | $12.7K | Hold |
100
| – | – | 0.01% | 268 |
|
|
2023
Q3 | $12.7K | Sell |
100
-400
| -80% | -$50.8K | 0.01% | 252 |
|
|
2023
Q2 | $54K | Hold |
500
| – | – | 0.03% | 156 |
|
|
2023
Q1 | $44.1K | Hold |
500
| – | – | 0.03% | 162 |
|
|
2022
Q4 | $34.1K | Hold |
500
| – | – | 0.02% | 171 |
|
|
2022
Q3 | $29K | Sell |
500
-300
| -38% | -$17.4K | 0.02% | 176 |
|
|
2022
Q2 | $41K | Sell |
800
-3,100
| -79% | -$159K | 0.02% | 169 |
|
|
2022
Q1 | $241K | Sell |
3,900
-100
| -3% | -$6.18K | 0.12% | 96 |
|
|
2021
Q4 | $281K | Sell |
4,000
-700
| -15% | -$49.2K | 0.13% | 87 |
|
|
2021
Q3 | $274K | Buy |
4,700
+4,400
| +1,467% | +$257K | 0.15% | 85 |
|
|
2021
Q2 | $17K | Buy |
300
+200
| +200% | +$11.3K | 0.01% | 287 |
|
|
2021
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 320 |
|
|
2020
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 310 |
|
|
2020
Q3 | – | Sell |
-401
| Closed | -$13K | – | 350 |
|
|
2020
Q2 | $13K | Sell |
401
-1,200
| -75% | -$38.9K | 0.01% | 233 |
|
|
2020
Q1 | $39K | Sell |
1,601
-6,650
| -81% | -$162K | 0.03% | 147 |
|
|
2019
Q4 | $341K | Buy |
+8,251
| New | +$341K | 0.21% | 70 |
|