Fairfield Financial Advisors’s Jacob Forward ETF JFWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-515
| Closed | -$4.19K | – | 322 |
|
|
2023
Q1 | $4.19K | Hold |
515
| – | – | ﹤0.01% | 275 |
|
|
2022
Q4 | $3.99K | Hold |
515
| – | – | ﹤0.01% | 262 |
|
|
2022
Q3 | $4.44K | Hold |
515
| – | – | ﹤0.01% | 262 |
|
|
2022
Q2 | $4.21K | Hold |
515
| – | – | ﹤0.01% | 251 |
|
|
2022
Q1 | $7.25K | Buy |
+515
| New | +$7.25K | ﹤0.01% | 242 |
|