YHB Investment Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-7,417
| Closed | -$230K | – | 163 |
|
2015
Q3 | $230K | Sell |
7,417
-1,874
| -20% | -$58.1K | 0.05% | 148 |
|
2015
Q2 | $312K | Sell |
9,291
-7,737
| -45% | -$260K | 0.07% | 140 |
|
2015
Q1 | $636K | Sell |
17,028
-3,373
| -17% | -$126K | 0.14% | 118 |
|
2014
Q4 | $754K | Sell |
20,401
-1,599
| -7% | -$59.1K | 0.17% | 112 |
|
2014
Q3 | $888K | Sell |
22,000
-505
| -2% | -$20.4K | 0.21% | 102 |
|
2014
Q2 | $992K | Buy |
22,505
+175
| +0.8% | +$7.71K | 0.24% | 96 |
|
2014
Q1 | $1.17M | Sell |
22,330
-78
| -0.3% | -$4.1K | 0.3% | 91 |
|
2013
Q4 | $1.17M | Buy |
22,408
+786
| +4% | +$41K | 0.31% | 90 |
|
2013
Q3 | $1.04M | Buy |
21,622
+743
| +4% | +$35.8K | 0.31% | 92 |
|
2013
Q2 | $952K | Buy |
+20,879
| New | +$952K | 0.3% | 96 |
|