Jacobi Capital Management LLC Schwab Fundamental U S Large C Transaction History

Jacobi Capital Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	N/A	-327 Closed	0 $0
Q4 2020 Feb 08, 2021	SELL	N/A	-34 Reduced 9.42%	327 $15,000
Q3 2020 Oct 30, 2020	BUY	N/A	34 Added 10.4%	361 $14,000
Q2 2020 Aug 04, 2020	SELL	N/A	-646 Reduced 66.39%	327 $12,000
Q2 2020 Jul 27, 2020	BUY	N/A	973 New	973 $12,000

Q3 2018 Nov 14, 2018	SELL	N/A	-296 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	296 New	296 $11,000

516

183M

Get notified when there are updates to the investment portfolio of Jacobi Capital Management LLC, based on Form 13F filings with the SEC.

Stay updated on Jacobi Capital Management LLC with notifications on news.