OAM
Optimal Asset Management’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.63M | Buy |
12,314
+34
| +0.3% | +$4.5K | 0.2% | 166 |
|
|
2021
Q2 | $1.64M | Sell |
12,280
-5
| -0% | -$662 | 0.19% | 178 |
|
|
2021
Q1 | $1.59M | Buy |
12,285
+1,797
| +17% | +$232K | 0.21% | 172 |
|
|
2020
Q4 | $1.14M | Buy |
10,488
+18
| +0.2% | +$1.98K | 0.16% | 214 |
|
|
2020
Q3 | $971K | Buy |
10,470
+442
| +4% | +$41K | 0.14% | 231 |
|
|
2020
Q2 | $850K | Sell |
10,028
-6,782
| -40% | -$575K | 0.14% | 239 |
|
|
2020
Q1 | $1.33K | Buy |
16,810
+6,125
| +57% | +$486 | 0.12% | 252 |
|
|
2019
Q4 | $960K | Buy |
+10,685
| New | +$960K | 0.15% | 249 |
|