WFG Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-103
| Closed | -$5K | – | 1573 |
|
|
2016
Q4 | $5K | Sell |
103
-17
| -14% | -$825 | ﹤0.01% | 1260 |
|
|
2016
Q3 | $5K | Buy |
120
+103
| +606% | +$4.29K | ﹤0.01% | 1268 |
|
|
2016
Q2 | $1K | Sell |
17
-22
| -56% | -$1.29K | ﹤0.01% | 1455 |
|
|
2016
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 1421 |
|
|
2015
Q4 | $1K | Sell |
39
-3
| -7% | -$77 | ﹤0.01% | 1461 |
|
|
2015
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 1497 |
|
|
2015
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 1566 |
|
|
2015
Q1 | $2K | Hold |
42
| – | – | ﹤0.01% | 1536 |
|
|
2014
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 1833 |
|
|
2014
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 1854 |
|
|
2014
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 1802 |
|
|
2014
Q1 | $2K | Sell |
42
-8
| -16% | -$381 | ﹤0.01% | 1791 |
|
|
2013
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 1878 |
|
|
2013
Q3 | $2K | Sell |
50
-174
| -78% | -$6.96K | ﹤0.01% | 1936 |
|
|
2013
Q2 | $10K | Buy |
+224
| New | +$10K | ﹤0.01% | 1447 |
|