TWA
TCI Wealth Advisors’s Jabil JBL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-16
| Closed | -$1.41K | – | 1229 |
|
2023
Q1 | $1.41K | Sell |
16
-57
| -78% | -$5.03K | ﹤0.01% | 2049 |
|
2022
Q4 | $4.98K | Buy |
73
+58
| +387% | +$3.96K | ﹤0.01% | 1527 |
|
2022
Q3 | $1K | Buy |
15
+11
| +275% | +$733 | ﹤0.01% | 2101 |
|
2022
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2395 |
|
2022
Q1 | – | Sell |
-360
| Closed | -$25K | – | 2335 |
|
2021
Q4 | $25K | Buy |
360
+151
| +72% | +$10.5K | ﹤0.01% | 609 |
|
2021
Q3 | $12K | Buy |
209
+54
| +35% | +$3.1K | ﹤0.01% | 966 |
|
2021
Q2 | $9K | Buy |
155
+12
| +8% | +$697 | ﹤0.01% | 1020 |
|
2021
Q1 | $7K | Buy |
+143
| New | +$7K | ﹤0.01% | 1042 |
|
2020
Q3 | – | Sell |
-100
| Closed | -$3K | – | 1568 |
|
2020
Q2 | $3K | Sell |
100
-15
| -13% | -$450 | ﹤0.01% | 899 |
|
2020
Q1 | $3K | Sell |
115
-154
| -57% | -$4.02K | ﹤0.01% | 872 |
|
2019
Q4 | $11K | Hold |
269
| – | – | ﹤0.01% | 683 |
|
2019
Q3 | $10K | Hold |
269
| – | – | ﹤0.01% | 641 |
|
2019
Q2 | $9K | Hold |
269
| – | – | ﹤0.01% | 642 |
|
2019
Q1 | $7K | Hold |
269
| – | – | ﹤0.01% | 698 |
|
2018
Q4 | $7K | Buy |
269
+138
| +105% | +$3.59K | ﹤0.01% | 695 |
|
2018
Q3 | $4K | Hold |
131
| – | – | ﹤0.01% | 839 |
|
2018
Q2 | $4K | Buy |
131
+31
| +31% | +$947 | ﹤0.01% | 852 |
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 855 |
|
2017
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 912 |
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 852 |
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 885 |
|
2017
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 844 |
|
2016
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1017 |
|
2016
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 979 |
|
2016
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 941 |
|
2016
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 950 |
|
2015
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 870 |
|
2015
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 795 |
|
2015
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 802 |
|