MPS Loria Financial Planners’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7
| Closed | – | – | 343 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 604 |
|
|
2020
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 548 |
|
|
2020
Q3 | – | Sell |
-4,148
| Closed | -$291K | – | 335 |
|
|
2020
Q2 | $291K | Hold |
4,148
| – | – | 0.16% | 49 |
|
|
2020
Q1 | $271K | Hold |
4,148
| – | – | 0.21% | 46 |
|
|
2019
Q4 | $308K | Hold |
4,148
| – | – | 0.18% | 50 |
|
|
2019
Q3 | $313K | Buy |
+4,148
| New | +$313K | 0.2% | 46 |
|
|
2019
Q2 | – | Sell |
-4,500
| Closed | -$280K | – | 73 |
|
|
2019
Q1 | $280K | Sell |
4,500
-4,185
| -48% | -$260K | 0.19% | 52 |
|
|
2018
Q4 | $419K | Hold |
8,685
| – | – | 0.3% | 36 |
|
|
2018
Q3 | $550K | Hold |
8,685
| – | – | 0.34% | 31 |
|
|
2018
Q2 | $456K | Buy |
8,685
+3,786
| +77% | +$199K | 0.46% | 33 |
|
|
2018
Q1 | $240K | Hold |
4,899
| – | – | 0.17% | 61 |
|
|
2017
Q4 | $267K | Hold |
4,899
| – | – | 0.18% | 60 |
|
|
2017
Q3 | $236K | Hold |
4,899
| – | – | 0.17% | 65 |
|
|
2017
Q2 | $209K | Buy |
+4,899
| New | +$209K | 0.14% | 69 |
|