Simplicity Solutions’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,673
| Closed | -$1.23M | – | 756 |
|
|
2020
Q4 | $1.23M | Buy |
13,673
+599
| +5% | +$54K | 0.02% | 490 |
|
|
2020
Q3 | $1M | Buy |
13,074
+1,693
| +15% | +$130K | 0.02% | 479 |
|
|
2020
Q2 | $798K | Buy |
11,381
+2,805
| +33% | +$197K | 0.02% | 526 |
|
|
2020
Q1 | $562K | Buy |
8,576
+2,462
| +40% | +$161K | 0.02% | 462 |
|
|
2019
Q4 | $454K | Buy |
6,114
+930
| +18% | +$69.1K | 0.01% | 564 |
|
|
2019
Q3 | $392K | Buy |
5,184
+746
| +17% | +$56.4K | 0.02% | 470 |
|
|
2019
Q2 | $310K | Buy |
+4,438
| New | +$310K | 0.01% | 480 |
|
|
2019
Q1 | – | Sell |
-5,131
| Closed | -$248K | – | 783 |
|
|
2018
Q4 | $248K | Buy |
5,131
+892
| +21% | +$43.1K | 0.03% | 504 |
|
|
2018
Q3 | $268K | Buy |
4,239
+38
| +0.9% | +$2.4K | 0.02% | 423 |
|
|
2018
Q2 | $221K | Buy |
+4,201
| New | +$221K | 0.02% | 450 |
|