Pathstone Family Office’s Jabil JBL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $2.7M | Buy |
21,266
+3,503
| +20% | +$444K | 0.02% | 405 |
|
2023
Q2 | $1.91M | Sell |
17,763
-540
| -3% | -$58.2K | 0.03% | 320 |
|
2023
Q1 | $1.65M | Sell |
18,303
-25,313
| -58% | -$2.29M | 0.03% | 324 |
|
2022
Q4 | $2.76M | Buy |
43,616
+1,250
| +3% | +$79.1K | 0.02% | 412 |
|
2022
Q3 | $2.45M | Buy |
+42,366
| New | +$2.45M | 0.02% | 370 |
|
2022
Q1 | – | Sell |
-4,841
| Closed | -$341K | – | 986 |
|
2021
Q4 | $341K | Hold |
4,841
| – | – | 0.01% | 671 |
|
2021
Q3 | $283K | Buy |
4,841
+871
| +22% | +$50.9K | 0.01% | 696 |
|
2021
Q2 | $231K | Buy |
+3,970
| New | +$231K | 0.01% | 724 |
|