TRIA
Trail Ridge Investment Advisors’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,100
| Closed | -$252K | – | 122 |
|
|
2022
Q4 | $252K | Hold |
2,100
| – | – | 0.17% | 106 |
|
|
2022
Q3 | $264K | Sell |
2,100
-350
| -14% | -$44K | 0.17% | 115 |
|
|
2022
Q2 | $311K | Hold |
2,450
| – | – | 0.21% | 118 |
|
|
2022
Q1 | $338K | Hold |
2,450
| – | – | 0.21% | 112 |
|
|
2021
Q4 | $341K | Buy |
+2,450
| New | +$341K | 0.2% | 111 |
|