Patriot Financial Group Insurance Agency’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-585
| Closed | -$61K | – | 1186 |
|
|
2022
Q2 | $61K | Buy |
585
+1
| +0.2% | +$104 | 0.01% | 668 |
|
|
2022
Q1 | $67K | Hold |
584
| – | – | 0.01% | 698 |
|
|
2021
Q4 | $67K | Buy |
584
+1
| +0.2% | +$115 | 0.01% | 767 |
|
|
2021
Q3 | $64K | Hold |
583
| – | – | 0.01% | 783 |
|
|
2021
Q2 | $64K | Buy |
583
+1
| +0.2% | +$110 | 0.01% | 766 |
|
|
2021
Q1 | $62K | Hold |
582
| – | – | 0.01% | 700 |
|
|
2020
Q4 | $52K | Buy |
582
+2
| +0.3% | +$179 | 0.01% | 677 |
|
|
2020
Q3 | $45K | Buy |
580
+1
| +0.2% | +$78 | 0.01% | 562 |
|
|
2020
Q2 | $41K | Sell |
579
-44
| -7% | -$3.12K | 0.02% | 564 |
|
|
2020
Q1 | $41K | Buy |
623
+259
| +71% | +$17K | 0.02% | 497 |
|
|
2019
Q4 | $27K | Hold |
364
| – | – | 0.01% | 612 |
|
|
2019
Q3 | $28K | Buy |
364
+1
| +0.3% | +$77 | 0.01% | 559 |
|
|
2019
Q2 | $25K | Hold |
363
| – | – | 0.01% | 576 |
|
|
2019
Q1 | $23K | Hold |
363
| – | – | 0.01% | 518 |
|
|
2018
Q4 | $18K | Hold |
363
| – | – | 0.01% | 499 |
|
|
2018
Q3 | $23K | Buy |
+363
| New | +$23K | 0.01% | 459 |
|