Stevens First Principles Investment Advisors’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $33K | Sell |
471
-200
| -30% | -$14K | 0.02% | 101 |
|
|
2019
Q1 | $42K | Hold |
671
| – | – | 0.03% | 97 |
|
|
2018
Q4 | $32K | Hold |
671
| – | – | 0.02% | 101 |
|
|
2018
Q3 | $42K | Hold |
671
| – | – | 0.02% | 100 |
|
|
2018
Q2 | $35K | Sell |
671
-574
| -46% | -$29.9K | 0.02% | 104 |
|
|
2018
Q1 | $61K | Hold |
1,245
| – | – | 0.04% | 97 |
|
|
2017
Q4 | $68K | Buy |
1,245
+520
| +72% | +$28.4K | 0.04% | 106 |
|
|
2017
Q3 | $35K | Buy |
725
+254
| +54% | +$12.3K | 0.02% | 118 |
|
|
2017
Q2 | $21K | Hold |
471
| – | – | 0.01% | 128 |
|
|
2017
Q1 | $22K | Buy |
471
+66
| +16% | +$3.08K | 0.01% | 121 |
|
|
2016
Q4 | $19K | Buy |
+405
| New | +$19K | 0.01% | 127 |
|