Reilly Financial Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1071 |
|
|
2016
Q1 | – | Sell |
-60
| Closed | -$2K | – | 1007 |
|
|
2015
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 818 |
|
|
2015
Q3 | $2K | Sell |
60
-9,068
| -99% | -$302K | ﹤0.01% | 1133 |
|
|
2015
Q2 | $307K | Hold |
9,128
| – | – | 0.05% | 154 |
|
|
2015
Q1 | $341K | Sell |
9,128
-514
| -5% | -$19.2K | 0.06% | 141 |
|
|
2014
Q4 | $356K | Hold |
9,642
| – | – | 0.09% | 103 |
|
|
2014
Q3 | $389K | Buy |
9,642
+9,582
| +15,970% | +$387K | 0.09% | 80 |
|
|
2014
Q2 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 754 |
|