JFS Wealth Advisors’s AdvanSix ASIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4
| Closed | -$125 | – | 1997 |
|
|
2023
Q3 | $125 | Hold |
4
| – | – | ﹤0.01% | 1897 |
|
|
2023
Q2 | $140 | Hold |
4
| – | – | ﹤0.01% | 1906 |
|
|
2023
Q1 | $154 | Sell |
4
-263
| -99% | -$10.1K | ﹤0.01% | 1853 |
|
|
2022
Q4 | $10.2K | Hold |
267
| – | – | ﹤0.01% | 707 |
|
|
2022
Q3 | $9K | Hold |
267
| – | – | ﹤0.01% | 750 |
|
|
2022
Q2 | $9K | Hold |
267
| – | – | ﹤0.01% | 781 |
|
|
2022
Q1 | $14K | Hold |
267
| – | – | ﹤0.01% | 684 |
|
|
2021
Q4 | $13K | Hold |
267
| – | – | ﹤0.01% | 641 |
|
|
2021
Q3 | $11K | Buy |
267
+263
| +6,575% | +$10.8K | ﹤0.01% | 622 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 596 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 586 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 572 |
|
|
2020
Q3 | $0 | Sell |
4
-8
| -67% | – | ﹤0.01% | 554 |
|
|
2020
Q2 | $0 | Buy |
12
+8
| +200% | – | ﹤0.01% | 524 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 499 |
|
|
2019
Q4 | $0 | Sell |
4
-7
| -64% | – | ﹤0.01% | 514 |
|
|
2019
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 518 |
|
|
2019
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 459 |
|
|
2019
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 460 |
|
|
2018
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 454 |
|
|
2018
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 523 |
|
|
2018
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 463 |
|
|
2018
Q1 | $0 | Sell |
11
-16
| -59% | – | ﹤0.01% | 521 |
|
|
2017
Q4 | $1K | Sell |
27
-38
| -58% | -$1.41K | ﹤0.01% | 499 |
|
|
2017
Q3 | $3K | Buy |
65
+37
| +132% | +$1.71K | ﹤0.01% | 405 |
|
|
2017
Q2 | $1K | Sell |
28
-2
| -7% | -$71 | ﹤0.01% | 402 |
|
|
2017
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 421 |
|
|
2016
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 421 |
|