Motive Wealth Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,429
| Closed | -$676K | – | 68 |
|
|
2022
Q2 | $676K | Sell |
6,429
-888
| -12% | -$93.4K | 0.53% | 38 |
|
|
2022
Q1 | $834K | Buy |
7,317
+156
| +2% | +$17.8K | 0.57% | 36 |
|
|
2021
Q4 | $825K | Sell |
7,161
-298
| -4% | -$34.3K | 0.5% | 38 |
|
|
2021
Q3 | $818K | Sell |
7,459
-49
| -0.7% | -$5.37K | 0.55% | 38 |
|
|
2021
Q2 | $829K | Buy |
+7,508
| New | +$829K | 0.59% | 40 |
|