Shine Investment Advisory Services’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $337K | Buy |
4,396
+721
| +20% | +$55.3K | 0.11% | 92 |
|
2020
Q2 | $258K | Buy |
3,675
+1,089
| +42% | +$76.5K | 0.09% | 103 |
|
2020
Q1 | $170K | Buy |
2,586
+394
| +18% | +$25.9K | 0.08% | 122 |
|
2019
Q4 | $163K | Sell |
2,192
-1,320
| -38% | -$98.2K | 0.06% | 144 |
|
2019
Q3 | $266K | Hold |
3,512
| – | – | 0.13% | 93 |
|
2019
Q2 | $245K | Sell |
3,512
-1,884
| -35% | -$131K | 0.11% | 103 |
|
2019
Q1 | $336K | Buy |
5,396
+3,343
| +163% | +$208K | 0.16% | 82 |
|
2018
Q4 | $99K | Hold |
2,053
| – | – | 0.05% | 169 |
|
2018
Q3 | $130K | Hold |
2,053
| – | – | 0.07% | 144 |
|
2018
Q2 | $108K | Buy |
2,053
+296
| +17% | +$15.6K | 0.06% | 167 |
|
2018
Q1 | $86K | Hold |
1,757
| – | – | 0.05% | 196 |
|
2017
Q4 | $96K | Buy |
1,757
+321
| +22% | +$17.5K | 0.05% | 179 |
|
2017
Q3 | $69K | Buy |
1,436
+414
| +41% | +$19.9K | 0.04% | 236 |
|
2017
Q2 | $46K | Buy |
+1,022
| New | +$46K | 0.02% | 293 |
|