RFWA
RPg Family Wealth Advisory’s Jabil JBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-49,578
| Closed | -$6.64M | – | 117 |
|
|
2024
Q1 | $6.64M | Buy |
49,578
+1,559
| +3% | +$209K | 2.1% | 17 |
|
|
2023
Q4 | $6.12M | Buy |
48,019
+1,762
| +4% | +$224K | 2.26% | 13 |
|
|
2023
Q3 | $5.87M | Sell |
46,257
-11,694
| -20% | -$1.48M | 2.41% | 8 |
|
|
2023
Q2 | $6.25M | Buy |
+57,951
| New | +$6.25M | 2.51% | 10 |
|