Mount Yale Investment Advisors’s Jack in the Box JACK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,604
Closed -$242K 428
2020
Q4
$242K Buy
2,604
+81
+3% +$7.53K 0.03% 344
2020
Q3
$200K Sell
2,523
-819
-25% -$64.9K 0.03% 330
2020
Q2
$248K Buy
+3,342
New +$248K 0.04% 283