WP
WMS Partners’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-10,535
| Closed | -$514K | – | 231 |
|
|
2014
Q3 | $514K | Sell |
10,535
-2,900
| -22% | -$141K | 0.08% | 142 |
|
|
2014
Q2 | $716K | Buy |
13,435
+1,700
| +14% | +$90.6K | 0.11% | 110 |
|
|
2014
Q1 | $745K | Hold |
11,735
| – | – | 0.12% | 102 |
|
|
2013
Q4 | $739K | Buy |
11,735
+400
| +4% | +$25.2K | 0.12% | 92 |
|
|
2013
Q3 | $659K | Sell |
11,335
-2,450
| -18% | -$142K | 0.13% | 89 |
|
|
2013
Q2 | $760K | Buy |
+13,785
| New | +$760K | 0.14% | 92 |
|