SWS
SYSTM Wealth Solutions’s Jabil JBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,726
| Closed | -$901K | – | 817 |
|
|
2024
Q1 | $901K | Sell |
6,726
-245
| -4% | -$32.8K | 0.11% | 216 |
|
|
2023
Q4 | $888K | Sell |
6,971
-4,795
| -41% | -$611K | 0.12% | 212 |
|
|
2023
Q3 | $1.49M | Sell |
11,766
-900
| -7% | -$114K | 0.23% | 120 |
|
|
2023
Q2 | $1.37M | Sell |
12,666
-167
| -1% | -$18K | 0.19% | 152 |
|
|
2023
Q1 | $1.13M | Sell |
12,833
-283
| -2% | -$25K | 0.17% | 162 |
|
|
2022
Q4 | $895K | Buy |
+13,116
| New | +$895K | 0.11% | 230 |
|