Transamerica Financial Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-15
| Closed | -$2K | – | 230 |
|
|
2021
Q1 | $2K | Sell |
15
-1
| -6% | -$133 | 0.05% | 94 |
|
|
2020
Q4 | $2K | Buy |
16
+1
| +7% | +$125 | 0.04% | 92 |
|
|
2020
Q3 | $2K | Buy |
+15
| New | +$2K | 0.04% | 99 |
|
|
2020
Q2 | – | Sell |
-16
| Closed | -$1K | – | 530 |
|
|
2020
Q1 | $1K | Buy |
16
+1
| +7% | +$63 | 0.02% | 100 |
|
|
2019
Q4 | $2K | Sell |
15
-1
| -6% | -$133 | 0.03% | 72 |
|
|
2019
Q3 | $2K | Buy |
+16
| New | +$2K | 0.03% | 72 |
|
|
2019
Q2 | – | Sell |
-18
| Closed | -$2K | – | 573 |
|
|
2019
Q1 | $2K | Buy |
18
+2
| +13% | +$222 | 0.01% | 65 |
|
|
2018
Q4 | $1K | Sell |
16
-3
| -16% | -$188 | ﹤0.01% | 443 |
|
|
2018
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 372 |
|
|
2018
Q2 | $2K | Buy |
19
+1
| +6% | +$105 | ﹤0.01% | 322 |
|
|
2018
Q1 | $1K | Sell |
18
-1
| -5% | -$56 | ﹤0.01% | 395 |
|
|
2017
Q4 | $2K | Sell |
19
-2
| -10% | -$211 | ﹤0.01% | 313 |
|
|
2017
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 369 |
|
|
2017
Q2 | $1K | Buy |
21
+3
| +17% | +$143 | ﹤0.01% | 344 |
|
|
2017
Q1 | $1K | Sell |
18
-1
| -5% | -$56 | ﹤0.01% | 343 |
|
|
2016
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 379 |
|
|
2016
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 382 |
|
|
2016
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 351 |
|
|
2016
Q1 | – | Sell |
-121
| Closed | -$5K | – | 813 |
|
|
2015
Q4 | $5K | Hold |
121
| – | – | ﹤0.01% | 670 |
|
|
2015
Q3 | $4K | Sell |
121
-23
| -16% | -$760 | ﹤0.01% | 670 |
|
|
2015
Q2 | $5K | Buy |
144
+23
| +19% | +$799 | ﹤0.01% | 703 |
|
|
2015
Q1 | $5K | Hold |
121
| – | – | ﹤0.01% | 699 |
|
|
2014
Q4 | $5K | Hold |
121
| – | – | ﹤0.01% | 552 |
|
|
2014
Q3 | $5K | Hold |
121
| – | – | ﹤0.01% | 529 |
|
|
2014
Q2 | $6K | Hold |
121
| – | – | ﹤0.01% | 536 |
|
|
2014
Q1 | $7K | Hold |
121
| – | – | ﹤0.01% | 493 |
|
|
2013
Q4 | $7K | Hold |
121
| – | – | ﹤0.01% | 481 |
|
|
2013
Q3 | $6K | Hold |
121
| – | – | ﹤0.01% | 481 |
|
|
2013
Q2 | $6K | Buy |
+121
| New | +$6K | ﹤0.01% | 461 |
|