Sugarloaf Wealth Management’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $4.94K | Hold |
37
| – | – | ﹤0.01% | 574 |
|
2024
Q3 | $4.84K | Sell |
37
-8
| -18% | -$1.05K | ﹤0.01% | 571 |
|
2024
Q2 | $5.17K | Hold |
45
| – | – | ﹤0.01% | 528 |
|
2024
Q1 | $5.69K | Hold |
45
| – | – | ﹤0.01% | 530 |
|
2023
Q4 | $4.8K | Hold |
45
| – | – | ﹤0.01% | 551 |
|
2023
Q3 | $5.05K | Hold |
45
| – | – | ﹤0.01% | 538 |
|
2023
Q2 | $4.4K | Hold |
45
| – | – | ﹤0.01% | 556 |
|
2023
Q1 | $4.35K | Hold |
45
| – | – | ﹤0.01% | 556 |
|
2022
Q4 | $4.44K | Hold |
45
| – | – | ﹤0.01% | 594 |
|
2022
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 614 |
|
2022
Q2 | $5K | Hold |
45
| – | – | ﹤0.01% | 596 |
|
2022
Q1 | $5K | Hold |
45
| – | – | ﹤0.01% | 561 |
|
2021
Q4 | $5K | Hold |
45
| – | – | ﹤0.01% | 587 |
|
2021
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 601 |
|
2021
Q2 | $5K | Hold |
45
| – | – | ﹤0.01% | 592 |
|
2021
Q1 | $5 | Hold |
45
| – | – | ﹤0.01% | 586 |
|
2020
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 572 |
|
2020
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 576 |
|
2020
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 569 |
|
2020
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 565 |
|
2019
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 604 |
|