TCI Wealth Advisors’s Jack in the Box JACK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-121
| Closed | -$10.6K | – | 1225 |
|
|
2023
Q1 | $10.6K | Hold |
121
| – | – | ﹤0.01% | 1057 |
|
|
2022
Q4 | $8.26K | Hold |
121
| – | – | ﹤0.01% | 1209 |
|
|
2022
Q3 | $9K | Buy |
121
+1
| +0.8% | +$74 | ﹤0.01% | 1075 |
|
|
2022
Q2 | $7K | Sell |
120
-46
| -28% | -$2.68K | ﹤0.01% | 1248 |
|
|
2022
Q1 | $15K | Buy |
166
+51
| +44% | +$4.61K | ﹤0.01% | 837 |
|
|
2021
Q4 | $10K | Buy |
115
+21
| +22% | +$1.83K | ﹤0.01% | 1168 |
|
|
2021
Q3 | $9K | Buy |
94
+15
| +19% | +$1.44K | ﹤0.01% | 1156 |
|
|
2021
Q2 | $9K | Buy |
79
+2
| +3% | +$228 | ﹤0.01% | 1019 |
|
|
2021
Q1 | $8K | Buy |
77
+19
| +33% | +$1.97K | ﹤0.01% | 968 |
|
|
2020
Q4 | $5K | Hold |
58
| – | – | ﹤0.01% | 854 |
|
|
2020
Q3 | $5K | Sell |
58
-5
| -8% | -$431 | ﹤0.01% | 757 |
|
|
2020
Q2 | $5K | Sell |
63
-31
| -33% | -$2.46K | ﹤0.01% | 733 |
|
|
2020
Q1 | $3K | Sell |
94
-136
| -59% | -$4.34K | ﹤0.01% | 870 |
|
|
2019
Q4 | $18K | Hold |
230
| – | – | 0.01% | 567 |
|
|
2019
Q3 | $21K | Buy |
+230
| New | +$21K | 0.01% | 481 |
|
|
2019
Q2 | – | Hold |
0
| – | -$19K | – | 478 |
|
|
2019
Q1 | – | Hold |
0
| – | -$18K | – | 498 |
|
|
2018
Q4 | – | Hold |
0
| – | -$20K | – | 488 |
|
|
2018
Q3 | – | Hold |
0
| – | -$20K | – | 493 |
|
|
2018
Q2 | – | Sell |
-234
| Closed | -$20K | – | 482 |
|
|
2018
Q1 | $20K | Buy |
+234
| New | +$20K | 0.01% | 482 |
|
|
2017
Q4 | – | Hold |
0
| – | -$24K | – | 472 |
|
|
2017
Q3 | – | Hold |
0
| – | -$26K | – | 429 |
|
|
2017
Q2 | – | Hold |
0
| – | -$30K | – | 416 |
|
|
2017
Q1 | – | Hold |
0
| – | -$33K | – | 378 |
|
|
2016
Q4 | – | Hold |
0
| – | -$30K | – | 392 |
|
|
2016
Q3 | – | Hold |
0
| – | -$26K | – | 368 |
|
|
2016
Q2 | – | Hold |
0
| – | -$20K | – | 396 |
|
|
2016
Q1 | – | Hold |
0
| – | -$24K | – | 441 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 406 |
|