SWS
SYSTM Wealth Solutions’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14
| Closed | -$1.96K | – | 365 |
|
|
2024
Q2 | $1.96K | Sell |
14
-1,635
| -99% | -$228K | ﹤0.01% | 616 |
|
|
2024
Q1 | $254K | Buy |
1,649
+371
| +29% | +$57K | 0.03% | 368 |
|
|
2023
Q4 | $166K | Sell |
1,278
-1,263
| -50% | -$164K | 0.02% | 404 |
|
|
2023
Q3 | $347K | Buy |
+2,541
| New | +$347K | 0.05% | 338 |
|
|
2023
Q1 | – | Sell |
-5,796
| Closed | -$696K | – | 496 |
|
|
2022
Q4 | $696K | Buy |
+5,796
| New | +$696K | 0.09% | 283 |
|