Financial Architects (New Jersey)’s Jefferies Financial Group JEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-950	Closed	-$16K	–	1089
2019 Q2	$16K	Hold	950	–	–	﹤0.01%	780
2019 Q1	$16K	Hold	950	–	–	﹤0.01%	964
2018 Q4	$15K	Sell	950 -1,117	-54%	-$20.5K	﹤0.01%	890
2018 Q3	$41K	Hold	2,067	–	–	0.01%	695
2018 Q2	$42K	Hold	2,067	–	–	0.01%	616
2018 Q1	$42K	Hold	2,067	–	–	0.01%	663
2017 Q4	$49K	Hold	2,067	–	–	0.01%	688
2017 Q3	$47K	Hold	2,067	–	–	0.01%	707
2017 Q2	$48K	Hold	2,067	–	–	0.01%	687
2017 Q1	$48K	Hold	2,067	–	–	0.01%	667
2016 Q4	$43K	Sell	2,067 -1,787	-46%	-$33.4K	0.01%	605
2016 Q3	$65K	Hold	3,854	–	–	0.02%	495
2016 Q2	$60K	Buy	3,854 +1,787	+86%	+$27.3K	0.02%	498
2016 Q1	$30K	Buy	+2,067	New	+$29.1K	0.01%	498
2015 Q3	–	Sell	-6,731	Closed	-$146K	–	584
2015 Q2	$146K	Sell	6,731 -1,340	-17%	-$28.6K	0.05%	236
2015 Q1	$161K	Sell	8,071 -3,016	-27%	-$62.3K	0.06%	226
2014 Q4	$223K	Sell	11,087 -17,707	-61%	-$365K	0.1%	158
2014 Q3	$614K	Sell	28,794 -20,360	-41%	-$459K	0.3%	74
2014 Q2	$1.15M	Sell	49,154 -2,012	-4%	-$46.7K	0.56%	39
2014 Q1	$1.28M	Sell	51,166 -3,044	-6%	-$75.1K	0.77%	28
2013 Q4	$1.38M	Buy	54,210 +1,007	+2%	+$25.5K	0.8%	27
2013 Q3	$1.3M	Buy	53,203 +10,333	+24%	+$247K	0.84%	25
2013 Q2	$1M	Buy	+42,870	New	+$1.13M	0.74%	27