NewEdge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,703
| Closed | -$253K | – | 3803 |
|
|
2022
Q4 | $253K | Buy |
3,703
+492
| +15% | +$33.6K | 0.01% | 1088 |
|
|
2022
Q3 | $238K | Buy |
+3,211
| New | +$238K | ﹤0.01% | 1304 |
|
|
2021
Q3 | – | Sell |
-16,730
| Closed | -$1.86M | – | 1177 |
|
|
2021
Q2 | $1.86M | Buy |
16,730
+311
| +2% | +$34.7K | 0.05% | 329 |
|
|
2021
Q1 | $1.8M | Buy |
16,419
+1,923
| +13% | +$211K | 0.05% | 306 |
|
|
2020
Q4 | $1.35M | Sell |
14,496
-1,074
| -7% | -$99.7K | 0.04% | 343 |
|
|
2020
Q3 | $1.24M | Buy |
+15,570
| New | +$1.24M | 0.04% | 336 |
|