TIAM2
Tru Independence Asset Management 2’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,076
| Closed | -$289K | – | 120 |
|
|
2021
Q4 | $289K | Sell |
2,076
-846
| -29% | -$118K | 0.15% | 100 |
|
|
2021
Q3 | $387K | Sell |
2,922
-7,800
| -73% | -$1.03M | 0.27% | 67 |
|
|
2021
Q2 | $1.43M | Sell |
10,722
-45
| -0.4% | -$6.01K | 0.98% | 25 |
|
|
2021
Q1 | $1.39M | Buy |
10,767
+1,449
| +16% | +$187K | 1.1% | 22 |
|
|
2020
Q4 | $1.02M | Buy |
+9,318
| New | +$1.02M | 0.86% | 26 |
|