Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-837
| Closed | -$59K | – | 1806 |
|
|
2020
Q2 | $59K | Buy |
837
+23
| +3% | +$1.62K | 0.01% | 629 |
|
|
2020
Q1 | $54K | Sell |
814
-36
| -4% | -$2.39K | 0.01% | 562 |
|
|
2019
Q4 | $63K | Sell |
850
-42
| -5% | -$3.11K | 0.01% | 560 |
|
|
2019
Q3 | $68K | Sell |
892
-484
| -35% | -$36.9K | 0.01% | 515 |
|
|
2019
Q2 | $96K | Sell |
1,376
-1,916
| -58% | -$134K | 0.01% | 441 |
|
|
2019
Q1 | $205K | Sell |
3,292
-13,368
| -80% | -$832K | 0.02% | 272 |
|
|
2018
Q4 | $806K | Sell |
16,660
-967
| -5% | -$46.8K | 0.11% | 131 |
|
|
2018
Q3 | $1.09M | Buy |
17,627
+121
| +0.7% | +$7.5K | 0.15% | 108 |
|
|
2018
Q2 | $1.03M | Buy |
17,506
+677
| +4% | +$39.9K | 0.14% | 108 |
|
|
2018
Q1 | $823K | Buy |
+16,829
| New | +$823K | 0.13% | 112 |
|