Smith Salley Wealth Management’s Jabil JBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,450
| Closed | -$312K | – | 243 |
|
|
2023
Q4 | $312K | Sell |
2,450
-248
| -9% | -$31.6K | 0.02% | 208 |
|
|
2023
Q3 | $342K | Sell |
2,698
-1,500
| -36% | -$190K | 0.03% | 190 |
|
|
2023
Q2 | $453K | Sell |
4,198
-3,959
| -49% | -$427K | 0.03% | 178 |
|
|
2023
Q1 | $719K | Sell |
8,157
-60
| -0.7% | -$5.29K | 0.06% | 149 |
|
|
2022
Q4 | $560K | Sell |
8,217
-149
| -2% | -$10.2K | 0.05% | 160 |
|
|
2022
Q3 | $483K | Hold |
8,366
| – | – | 0.04% | 165 |
|
|
2022
Q2 | $428K | Hold |
8,366
| – | – | 0.04% | 174 |
|
|
2022
Q1 | $516K | Sell |
8,366
-302
| -3% | -$18.6K | 0.04% | 178 |
|
|
2021
Q4 | $610K | Hold |
8,668
| – | – | 0.04% | 178 |
|
|
2021
Q3 | $506K | Sell |
8,668
-152
| -2% | -$8.87K | 0.04% | 183 |
|
|
2021
Q2 | $513K | Sell |
8,820
-840
| -9% | -$48.9K | 0.04% | 183 |
|
|
2021
Q1 | $504K | Sell |
9,660
-624
| -6% | -$32.6K | 0.05% | 169 |
|
|
2020
Q4 | $437K | Buy |
10,284
+14
| +0.1% | +$595 | 0.04% | 163 |
|
|
2020
Q3 | $352K | Sell |
10,270
-28
| -0.3% | -$960 | 0.04% | 153 |
|
|
2020
Q2 | $330K | Buy |
+10,298
| New | +$330K | 0.04% | 153 |
|
|
2020
Q1 | – | Sell |
-6,156
| Closed | -$254K | – | 194 |
|
|
2019
Q4 | $254K | Sell |
6,156
-297
| -5% | -$12.3K | 0.03% | 177 |
|
|
2019
Q3 | $231K | Hold |
6,453
| – | – | 0.03% | 175 |
|
|
2019
Q2 | $204K | Buy |
+6,453
| New | +$204K | 0.03% | 184 |
|