Wealthspire Advisors (Maryland)’s Jabil JBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-449
| Closed | -$12K | – | 1258 |
|
|
2019
Q1 | $12K | Buy |
449
+53
| +13% | +$1.42K | ﹤0.01% | 1461 |
|
|
2018
Q4 | $10K | Buy |
396
+199
| +101% | +$5.03K | ﹤0.01% | 1466 |
|
|
2018
Q3 | $5K | Hold |
197
| – | – | ﹤0.01% | 1801 |
|
|
2018
Q2 | $5K | Sell |
197
-4
| -2% | -$102 | ﹤0.01% | 1788 |
|
|
2018
Q1 | $6K | Sell |
201
-9
| -4% | -$269 | ﹤0.01% | 1739 |
|
|
2017
Q4 | $6K | Sell |
210
-9
| -4% | -$257 | ﹤0.01% | 1772 |
|
|
2017
Q3 | $6K | Buy |
219
+9
| +4% | +$247 | ﹤0.01% | 1735 |
|
|
2017
Q2 | $6K | Sell |
210
-49
| -19% | -$1.4K | ﹤0.01% | 1709 |
|
|
2017
Q1 | $7K | Buy |
259
+41
| +19% | +$1.11K | ﹤0.01% | 1447 |
|
|
2016
Q4 | $5K | Sell |
218
-9
| -4% | -$206 | ﹤0.01% | 1381 |
|
|
2016
Q3 | $5K | Sell |
227
-1
| -0.4% | -$22 | ﹤0.01% | 1385 |
|
|
2016
Q2 | $4K | Buy |
228
+68
| +43% | +$1.19K | ﹤0.01% | 1382 |
|
|
2016
Q1 | $3K | Sell |
160
-3,063
| -95% | -$57.4K | ﹤0.01% | 1453 |
|
|
2015
Q4 | $75K | Buy |
+3,223
| New | +$75K | 0.01% | 602 |
|