WSTAM
Wilbanks Smith & Thomas Asset Management’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-28,338
| Closed | -$1.8M | – | 302 |
|
|
2014
Q1 | $1.8M | Buy |
28,338
+1,780
| +7% | +$113K | 0.2% | 84 |
|
|
2013
Q4 | $1.67M | Buy |
26,558
+1,266
| +5% | +$79.8K | 0.2% | 83 |
|
|
2013
Q3 | $1.47M | Buy |
25,292
+1,075
| +4% | +$62.5K | 0.2% | 87 |
|
|
2013
Q2 | $1.34M | Buy |
+24,217
| New | +$1.34M | 0.2% | 86 |
|