Wealthspire Advisors (Maryland)’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 |
-6,711
| Closed | -$471K | – | 520 |
|
|
2020
Q2 | $471K | Sell |
6,711
-1,061
| -14% | -$74.5K | 0.03% | 269 |
|
|
2020
Q1 | $510K | Buy |
7,772
+3
| +0% | +$197 | 0.04% | 228 |
|
|
2019
Q4 | $577K | Buy |
7,769
+17
| +0.2% | +$1.26K | 0.04% | 252 |
|
|
2019
Q3 | $587K | Sell |
7,752
-646
| -8% | -$48.9K | 0.04% | 233 |
|
|
2019
Q2 | $586K | Sell |
8,398
-71
| -0.8% | -$4.95K | 0.04% | 229 |
|
|
2019
Q1 | $527K | Sell |
8,469
-492
| -5% | -$30.6K | 0.04% | 247 |
|
|
2018
Q4 | $433K | Sell |
8,961
-114
| -1% | -$5.51K | 0.04% | 246 |
|
|
2018
Q3 | $574K | Buy |
9,075
+617
| +7% | +$39K | 0.05% | 218 |
|
|
2018
Q2 | $444K | Buy |
8,458
+1,335
| +19% | +$70.1K | 0.04% | 262 |
|
|
2018
Q1 | $349K | Sell |
7,123
-923
| -11% | -$45.2K | 0.03% | 324 |
|
|
2017
Q4 | $439K | Sell |
8,046
-170
| -2% | -$9.28K | 0.04% | 287 |
|
|
2017
Q3 | $396K | Sell |
8,216
-1,885
| -19% | -$90.9K | 0.04% | 289 |
|
|
2017
Q2 | $454K | Buy |
10,101
+681
| +7% | +$30.6K | 0.05% | 244 |
|
|
2017
Q1 | $431K | Sell |
9,420
-994
| -10% | -$45.5K | 0.06% | 211 |
|
|
2016
Q4 | $491K | Buy |
10,414
+3,675
| +55% | +$173K | 0.07% | 181 |
|
|
2016
Q3 | $288K | Sell |
6,739
-1,182
| -15% | -$50.5K | 0.04% | 284 |
|
|
2016
Q2 | $326K | Sell |
7,921
-39
| -0.5% | -$1.61K | 0.05% | 236 |
|
|
2016
Q1 | $287K | Buy |
7,960
+144
| +2% | +$5.19K | 0.05% | 265 |
|
|
2015
Q4 | $271K | Buy |
+7,816
| New | +$271K | 0.05% | 279 |
|