Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,619
| Closed | -$235K | – | 504 |
|
|
2022
Q3 | $235K | Buy |
2,619
+206
| +9% | +$18.5K | 0.01% | 421 |
|
|
2022
Q2 | $253K | Buy |
2,413
+6
| +0.2% | +$629 | 0.01% | 415 |
|
|
2022
Q1 | $274K | Sell |
2,407
-215
| -8% | -$24.5K | 0.01% | 421 |
|
|
2021
Q4 | $302K | Buy |
2,622
+239
| +10% | +$27.5K | 0.01% | 414 |
|
|
2021
Q3 | $261K | Sell |
2,383
-363
| -13% | -$39.8K | 0.01% | 422 |
|
|
2021
Q2 | $303K | Hold |
2,746
| – | – | 0.02% | 382 |
|
|
2021
Q1 | $294K | Buy |
+2,746
| New | +$294K | 0.02% | 365 |
|