JWA
JFS Wealth Advisors’s Alliance Resource Partners ARLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-82,651
| Closed | -$1.05M | – | 1812 |
|
|
2021
Q4 | $1.05M | Buy |
82,651
+1,527
| +2% | +$19.3K | 0.1% | 117 |
|
|
2021
Q3 | $882K | Buy |
81,124
+986
| +1% | +$10.7K | 0.09% | 117 |
|
|
2021
Q2 | $578K | Buy |
80,138
+1,263
| +2% | +$9.11K | 0.09% | 107 |
|
|
2021
Q1 | $457K | Hold |
78,875
| – | – | 0.09% | 108 |
|
|
2020
Q4 | $353K | Hold |
78,875
| – | – | 0.07% | 115 |
|
|
2020
Q3 | $218K | Hold |
78,875
| – | – | 0.05% | 128 |
|
|
2020
Q2 | $257K | Hold |
78,875
| – | – | 0.07% | 121 |
|
|
2020
Q1 | $245K | Buy |
78,875
+6,635
| +9% | +$20.6K | 0.07% | 114 |
|
|
2019
Q4 | $782K | Buy |
+72,240
| New | +$782K | 0.19% | 79 |
|
|
2016
Q3 | – | Sell |
-1,000
| Closed | -$16K | – | 479 |
|
|
2016
Q2 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 352 |
|
|
2016
Q1 | $12K | Sell |
1,000
-67,220
| -99% | -$807K | ﹤0.01% | 371 |
|
|
2015
Q4 | $920K | Buy |
68,220
+67,220
| +6,722% | +$907K | 0.27% | 68 |
|
|
2015
Q3 | $22K | Hold |
1,000
| – | – | 0.01% | 268 |
|
|
2015
Q2 | $25K | Buy |
+1,000
| New | +$25K | 0.01% | 246 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 219 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 136 |
|