BWA
BDO Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-200
| Closed | -$7K | – | 1076 |
|
|
2022
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 781 |
|
|
2021
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 759 |
|
|
2021
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 781 |
|
|
2021
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 813 |
|
|
2021
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 821 |
|
|
2020
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 637 |
|