WR Wealth Planners’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.5K | Buy |
132
+17
| +15% | +$2.25K | 0.01% | 496 |
|
|
2024
Q3 | $14.9K | Buy |
115
+3
| +3% | +$389 | ﹤0.01% | 563 |
|
|
2024
Q2 | $13K | Buy |
112
+9
| +9% | +$1.04K | ﹤0.01% | 536 |
|
|
2024
Q1 | $13.1K | Buy |
+103
| New | +$13.1K | ﹤0.01% | 540 |
|
|
2023
Q4 | – | Sell |
-228
| Closed | -$25.8K | – | 535 |
|
|
2023
Q3 | $25.8K | Hold |
228
| – | – | 0.01% | 397 |
|
|
2023
Q2 | $22.5K | Buy |
+228
| New | +$22.5K | 0.01% | 415 |
|