Transform Wealth’s Jabil JBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,199
| Closed | -$1.11M | – | 228 |
|
|
2024
Q2 | $1.11M | Sell |
10,199
-78,888
| -89% | -$8.58M | 0.08% | 122 |
|
|
2024
Q1 | $11.9M | Buy |
89,087
+6,731
| +8% | +$902K | 1.13% | 25 |
|
|
2023
Q4 | $10.5M | Buy |
82,356
+4,534
| +6% | +$578K | 1.02% | 25 |
|
|
2023
Q3 | $9.87M | Buy |
77,822
+2,557
| +3% | +$324K | 1.04% | 25 |
|
|
2023
Q2 | $8.12M | Buy |
+75,265
| New | +$8.12M | 0.73% | 44 |
|