Wealthspire Advisors (Maryland)’s Jack in the Box JACK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-269
| Closed | -$22K | – | 1253 |
|
|
2019
Q1 | $22K | Buy |
269
+19
| +8% | +$1.55K | ﹤0.01% | 1234 |
|
|
2018
Q4 | $19K | Sell |
250
-20
| -7% | -$1.52K | ﹤0.01% | 1219 |
|
|
2018
Q3 | $23K | Hold |
270
| – | – | ﹤0.01% | 1252 |
|
|
2018
Q2 | $23K | Sell |
270
-503
| -65% | -$42.8K | ﹤0.01% | 1257 |
|
|
2018
Q1 | $66K | Sell |
773
-517
| -40% | -$44.1K | 0.01% | 879 |
|
|
2017
Q4 | $127K | Sell |
1,290
-90
| -7% | -$8.86K | 0.01% | 626 |
|
|
2017
Q3 | $141K | Buy |
1,380
+411
| +42% | +$42K | 0.02% | 589 |
|
|
2017
Q2 | $95K | Buy |
969
+705
| +267% | +$69.1K | 0.01% | 713 |
|
|
2017
Q1 | $27K | Buy |
264
+3
| +1% | +$307 | ﹤0.01% | 983 |
|
|
2016
Q4 | $29K | Buy |
261
+5
| +2% | +$556 | ﹤0.01% | 917 |
|
|
2016
Q3 | $25K | Hold |
256
| – | – | ﹤0.01% | 998 |
|
|
2016
Q2 | $22K | Hold |
256
| – | – | ﹤0.01% | 971 |
|
|
2016
Q1 | $16K | Sell |
256
-175
| -41% | -$10.9K | ﹤0.01% | 1041 |
|
|
2015
Q4 | $33K | Buy |
+431
| New | +$33K | 0.01% | 819 |
|