EWA
JFWD

EverSource Wealth Advisors’s Jacob Forward ETF JFWD Stock Holding History

EverSource Wealth Advisors’s Portfolio JFWD Stock Details JFWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$1.08K – 3824
2024
Q3 		$1.08K Hold
100
– – ﹤0.01% 2708
2024
Q2 		$1.06K Hold
100
– – ﹤0.01% 2729
2024
Q1 		$953 Hold
100
– – ﹤0.01% 2600
2023
Q4 		$1.04K Hold
100
– – ﹤0.01% 2393
2023
Q3 		$765 Hold
100
– – ﹤0.01% 2308
2023
Q2 		$920 Hold
100
– – ﹤0.01% 2256
2023
Q1 		$831 Hold
100
– – ﹤0.01% 2152
2022
Q4 		$774 Hold
100
– – ﹤0.01% 2148
2022
Q3 		$1K Hold
100
– – ﹤0.01% 1937
2022
Q2 		$1K Hold
100
– – ﹤0.01% 1687
2022
Q1 		$1K Hold
100
– – ﹤0.01% 1673
2021
Q4 		$2K Buy
+100
New +$1.98K ﹤0.01% 1649

EverSource Wealth Advisors's JFWD Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Jacob Forward ETF (JFWD) in Q4 2024, closing a stake of 100 shares — an estimated $1.08K sold.

EverSource Wealth Advisors first reported a position in JFWD in Q4 2021 and held it in 12 quarters. The position peaked at $2K in Q4 2021. 0 funds tracked by Wall St. Rank hold JFWD as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Jacob Forward ETF position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 100 Jacob Forward ETF shares in Q4 2024, an estimated $1.08K.
  • EverSource Wealth Advisors first reported a position in Jacob Forward ETF in Q4 2021 and held it in 12 quarters.
  • EverSource Wealth Advisors's Jacob Forward ETF position peaked at $2K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Jacob Forward ETF as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.