TrueWealth LLC’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-121
| Closed | -$9K | – | 757 |
|
|
2019
Q4 | $9K | Hold |
121
| – | – | ﹤0.01% | 474 |
|
|
2019
Q3 | $9K | Hold |
121
| – | – | ﹤0.01% | 468 |
|
|
2019
Q2 | $8K | Buy |
+121
| New | +$8K | ﹤0.01% | 496 |
|
|
2018
Q1 | – | Sell |
-24
| Closed | -$1K | – | 862 |
|
|
2017
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 860 |
|