JFS Wealth Advisors’s ASA Gold and Precious Metals ASA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884 | Hold |
28
| – | – | ﹤0.01% | 1597 |
|
|
2025
Q1 | $844 | Hold |
28
| – | – | ﹤0.01% | 1678 |
|
|
2024
Q4 | $567 | Hold |
28
| – | – | ﹤0.01% | 1759 |
|
|
2024
Q3 | $582 | Hold |
28
| – | – | ﹤0.01% | 1778 |
|
|
2024
Q2 | $492 | Hold |
28
| – | – | ﹤0.01% | 1812 |
|
|
2024
Q1 | $431 | Hold |
28
| – | – | ﹤0.01% | 1810 |
|
|
2023
Q4 | $422 | Hold |
28
| – | – | ﹤0.01% | 1831 |
|
|
2023
Q3 | $374 | Hold |
28
| – | – | ﹤0.01% | 1785 |
|
|
2023
Q2 | $417 | Hold |
28
| – | – | ﹤0.01% | 1789 |
|
|
2023
Q1 | $449 | Hold |
28
| – | – | ﹤0.01% | 1735 |
|
|
2022
Q4 | $401 | Sell |
28
-27
| -49% | -$387 | ﹤0.01% | 1766 |
|
|
2022
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 1471 |
|
|
2022
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 1457 |
|
|
2022
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 1564 |
|
|
2021
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 1246 |
|
|
2021
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 797 |
|
|
2021
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 565 |
|
|
2021
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 559 |
|
|
2020
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 551 |
|
|
2020
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 528 |
|
|
2020
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 505 |
|
|
2020
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 461 |
|
|
2019
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 469 |
|
|
2019
Q3 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 461 |
|