Shelton Capital Management’s Jabil JBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,172
| Closed | -$783K | – | 751 |
|
|
2023
Q3 | $783K | Sell |
6,172
-179
| -3% | -$19.6K | 0.03% | 277 |
|
|
2023
Q2 | $685K | Sell |
6,351
-344
| -5% | -$30.3K | 0.02% | 293 |
|
|
2023
Q1 | $590K | Sell |
6,695
-138
| -2% | -$11.1K | 0.02% | 280 |
|
|
2022
Q4 | $466K | Sell |
6,833
-736
| -10% | -$48.6K | 0.05% | 281 |
|
|
2022
Q3 | $437K | Hold |
7,569
| – | – | 0.02% | 331 |
|
|
2022
Q2 | $388K | Hold |
7,569
| – | – | 0.02% | 374 |
|
|
2022
Q1 | $467K | Hold |
7,569
| – | – | 0.02% | 376 |
|
|
2021
Q4 | $532K | Hold |
7,569
| – | – | 0.02% | 359 |
|
|
2021
Q3 | $442K | Hold |
7,569
| – | – | 0.02% | 395 |
|
|
2021
Q2 | $440K | Hold |
7,569
| – | – | 0.02% | 412 |
|
|
2021
Q1 | $395K | Hold |
7,569
| – | – | 0.01% | 445 |
|
|
2020
Q4 | $322K | Sell |
7,569
-52,925
| -87% | -$2M | 0.01% | 469 |
|
|
2020
Q3 | $2.07M | Buy |
60,494
+52,400
| +647% | +$1.75M | 0.09% | 255 |
|
|
2020
Q2 | $260K | Sell |
8,094
-851
| -10% | -$24.5K | 0.01% | 493 |
|
|
2020
Q1 | $220K | Hold |
8,945
| – | – | 0.02% | 512 |
|
|
2019
Q4 | $370K | Sell |
8,945
-607
| -6% | -$23.3K | 0.02% | 447 |
|
|
2019
Q3 | $342K | Hold |
9,552
| – | – | 0.02% | 470 |
|
|
2019
Q2 | $302K | Buy |
9,552
+9,269
| +3,275% | +$266K | 0.02% | 529 |
|
|
2019
Q1 | $10.6K | Sell |
283
-10,363
| -97% | -$277K | 0.04% | 382 |
|
|
2018
Q4 | $264K | Sell |
10,646
-1,842
| -15% | -$45K | 0.02% | 534 |
|
|
2018
Q3 | $338K | Hold |
12,488
| – | – | 0.02% | 529 |
|
|
2018
Q2 | $345K | Hold |
12,488
| – | – | 0.02% | 491 |
|
|
2018
Q1 | $359K | Sell |
12,488
-1,765
| -12% | -$48.1K | 0.02% | 472 |
|
|
2017
Q4 | $374K | Hold |
14,253
| – | – | 0.02% | 479 |
|
|
2017
Q3 | $407K | Hold |
14,253
| – | – | 0.03% | 441 |
|
|
2017
Q2 | $416K | Hold |
14,253
| – | – | 0.03% | 419 |
|
|
2017
Q1 | $412K | Hold |
14,253
| – | – | 0.03% | 437 |
|
|
2016
Q4 | $337K | Sell |
14,253
-4,903
| -26% | -$107K | 0.03% | 566 |
|
|
2016
Q3 | $418K | Hold |
19,156
| – | – | 0.04% | 439 |
|
|
2016
Q2 | $354K | Hold |
19,156
| – | – | 0.03% | 485 |
|
|
2016
Q1 | $369K | Hold |
19,156
| – | – | 0.03% | 465 |
|
|
2015
Q4 | $446K | Hold |
19,156
| – | – | 0.04% | 388 |
|
|
2015
Q3 | $429K | Hold |
19,156
| – | – | 0.05% | 387 |
|
|
2015
Q2 | $408K | Sell |
19,156
-1,699
| -8% | -$40.1K | 0.04% | 448 |
|
|
2015
Q1 | $488K | Sell |
20,855
-1,444
| -6% | -$31.5K | 0.05% | 390 |
|
|
2014
Q4 | $487K | Buy |
+22,299
| New | +$453K | 0.06% | 371 |
|
Other funds holding JBL
TYCC
