Tradition 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
Q1 | – | Sell |
-296
| Closed | -$32K | – | 807 |
|
|
2023
Q4 | $32K | Hold |
296
| – | – | ﹤0.01% | 732 |
|
|
2023
Q3 | $33K | Sell |
296
-9
| -3% | -$1K | ﹤0.01% | 701 |
|
|
2023
Q2 | $30K | Hold |
305
| – | – | ﹤0.01% | 770 |
|
|
2023
Q1 | $30K | Buy |
305
+9
| +3% | +$885 | ﹤0.01% | 746 |
|
|
2022
Q4 | $29K | Hold |
296
| – | – | ﹤0.01% | 664 |
|
|
2022
Q3 | $27K | Hold |
296
| – | – | ﹤0.01% | 681 |
|
|
2022
Q2 | $31K | Hold |
296
| – | – | ﹤0.01% | 563 |
|
|
2022
Q1 | $34K | Hold |
296
| – | – | ﹤0.01% | 594 |
|
|
2021
Q4 | $34K | Hold |
296
| – | – | ﹤0.01% | 622 |
|
|
2021
Q3 | $32K | Hold |
296
| – | – | ﹤0.01% | 628 |
|
|
2021
Q2 | $33K | Sell |
296
-34
| -10% | -$3.79K | ﹤0.01% | 642 |
|
|
2021
Q1 | $35K | Hold |
330
| – | – | 0.01% | 516 |
|
|
2020
Q4 | $30K | Buy |
+330
| New | +$30K | 0.01% | 509 |
|