Schubert & Co’s Jack in the Box JACK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9
| Closed | -$789 | – | 772 |
|
|
2023
Q1 | $789 | Buy |
9
+1
| +13% | +$88 | ﹤0.01% | 1289 |
|
|
2022
Q4 | $546 | Hold |
8
| – | – | ﹤0.01% | 1367 |
|
|
2022
Q3 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 1137 |
|
|
2022
Q2 | $0 | Buy |
7
+4
| +133% | – | ﹤0.01% | 1520 |
|
|
2022
Q1 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 1201 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1143 |
|