EverSource Wealth Advisors’s Jacob Forward ETF JFWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-100
| Closed | -$1.08K | – | 3838 |
|
|
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% | 2255 |
|
|
2023
Q1 | $831 | Hold |
100
| – | – | ﹤0.01% | 2151 |
|
|
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 | +$2K | ﹤0.01% | 1649 |
|