Valeo Financial Advisors’s Jabil JBL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $295K | Buy |
+1,352
| New | +$295K | 0.01% | 582 |
|
2021
Q2 | – | Sell |
-721
| Closed | -$38K | – | 1101 |
|
2021
Q1 | $38K | Hold |
721
| – | – | ﹤0.01% | 930 |
|
2020
Q4 | $31K | Hold |
721
| – | – | ﹤0.01% | 904 |
|
2020
Q3 | $25K | Buy |
721
+9
| +1% | +$312 | ﹤0.01% | 836 |
|
2020
Q2 | $23K | Buy |
712
+550
| +340% | +$17.8K | ﹤0.01% | 952 |
|
2020
Q1 | $4K | Hold |
162
| – | – | ﹤0.01% | 1301 |
|
2019
Q4 | $7K | Hold |
162
| – | – | ﹤0.01% | 1187 |
|
2019
Q3 | $6K | Hold |
162
| – | – | ﹤0.01% | 1146 |
|
2019
Q2 | $5K | Hold |
162
| – | – | ﹤0.01% | 1204 |
|
2019
Q1 | $4K | Buy |
162
+10
| +7% | +$247 | ﹤0.01% | 1228 |
|
2018
Q4 | $4K | Sell |
152
-33
| -18% | -$868 | ﹤0.01% | 1134 |
|
2018
Q3 | $5K | Hold |
185
| – | – | ﹤0.01% | 1184 |
|
2018
Q2 | $5K | Hold |
185
| – | – | ﹤0.01% | 1130 |
|
2018
Q1 | $5K | Sell |
185
-297
| -62% | -$8.03K | ﹤0.01% | 1134 |
|
2017
Q4 | $13K | Buy |
482
+6
| +1% | +$162 | ﹤0.01% | 768 |
|
2017
Q3 | $14K | Buy |
+476
| New | +$14K | ﹤0.01% | 627 |
|