MWC
MBM Wealth Consultants’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,861
| Closed | -$164K | – | 194 |
|
|
2023
Q1 | $164K | Hold |
1,861
| – | – | 0.07% | 110 |
|
|
2022
Q4 | $226K | Sell |
1,861
-251
| -12% | -$30.5K | 0.1% | 83 |
|
|
2022
Q3 | $237K | Hold |
2,112
| – | – | 0.11% | 76 |
|
|
2022
Q2 | $268K | Hold |
2,112
| – | – | 0.13% | 75 |
|
|
2022
Q1 | $291K | Sell |
2,112
-990
| -32% | -$136K | 0.12% | 84 |
|
|
2021
Q4 | $432K | Hold |
3,102
| – | – | 0.18% | 65 |
|
|
2021
Q3 | $411K | Hold |
3,102
| – | – | 0.19% | 69 |
|
|
2021
Q2 | $414K | Buy |
3,102
+460
| +17% | +$61.4K | 0.19% | 72 |
|
|
2021
Q1 | $342K | Sell |
2,642
-1,222
| -32% | -$158K | 0.17% | 77 |
|
|
2020
Q4 | $421K | Sell |
3,864
-571
| -13% | -$62.2K | 0.23% | 54 |
|
|
2020
Q3 | $411K | Hold |
4,435
| – | – | 0.26% | 47 |
|
|
2020
Q2 | $376K | Hold |
4,435
| – | – | 0.27% | 49 |
|
|
2020
Q1 | $352K | Sell |
4,435
-945
| -18% | -$75K | 0.29% | 56 |
|
|
2019
Q4 | $483K | Hold |
5,380
| – | – | 0.36% | 56 |
|
|
2019
Q3 | $492K | Buy |
+5,380
| New | +$492K | 0.39% | 56 |
|