Meridian Wealth Management’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,996
| Closed | -$298K | – | 555 |
|
|
2022
Q4 | $298K | Hold |
2,996
| – | – | 0.03% | 415 |
|
|
2022
Q3 | $269K | Hold |
2,996
| – | – | 0.03% | 387 |
|
|
2022
Q2 | $315K | Hold |
2,996
| – | – | 0.03% | 431 |
|
|
2022
Q1 | $341K | Sell |
2,996
-286
| -9% | -$32.6K | 0.04% | 291 |
|
|
2021
Q4 | $378K | Buy |
3,282
+75
| +2% | +$8.64K | 0.04% | 277 |
|
|
2021
Q3 | $352K | Buy |
3,207
+829
| +35% | +$91K | 0.04% | 282 |
|
|
2021
Q2 | $262K | Hold |
2,378
| – | – | 0.03% | 323 |
|
|
2021
Q1 | $254K | Buy |
+2,378
| New | +$254K | 0.04% | 301 |
|