Morse Asset 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
Q1 | – | Sell |
-4,376
| Closed | -$504K | – | 171 |
|
|
2021
Q4 | $504K | Buy |
+4,376
| New | +$504K | 0.11% | 118 |
|
|
2021
Q2 | – | Sell |
-5,827
| Closed | -$623K | – | 166 |
|
|
2021
Q1 | $623K | Buy |
5,827
+1,160
| +25% | +$124K | 0.16% | 106 |
|
|
2020
Q4 | $421K | Buy |
+4,667
| New | +$421K | 0.12% | 111 |
|
|
2020
Q2 | – | Sell |
-14,689
| Closed | -$963K | – | 120 |
|
|
2020
Q1 | $963K | Sell |
14,689
-484
| -3% | -$31.7K | 0.46% | 52 |
|
|
2019
Q4 | $1.13M | Sell |
15,173
-3,626
| -19% | -$269K | 0.39% | 69 |
|
|
2019
Q3 | $1.42M | Sell |
18,799
-7,738
| -29% | -$586K | 0.53% | 55 |
|
|
2019
Q2 | $1.85M | Buy |
26,537
+12,664
| +91% | +$884K | 0.55% | 51 |
|
|
2019
Q1 | $863K | Buy |
+13,873
| New | +$863K | 0.26% | 78 |
|