JFS Wealth Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56 | Sell |
1
-3
| -75% | -$168 | ﹤0.01% | 1831 |
|
|
2025
Q1 | $216 | Sell |
4
-45
| -92% | -$2.43K | ﹤0.01% | 1834 |
|
|
2024
Q4 | $3.17K | Buy |
49
+6
| +14% | +$388 | ﹤0.01% | 1297 |
|
|
2024
Q3 | $3.61K | Buy |
43
+3
| +8% | +$252 | ﹤0.01% | 1238 |
|
|
2024
Q2 | $2.91K | Hold |
40
| – | – | ﹤0.01% | 1290 |
|
|
2024
Q1 | $3.86K | Hold |
40
| – | – | ﹤0.01% | 1190 |
|
|
2023
Q4 | $3.87K | Sell |
40
-13
| -25% | -$1.26K | ﹤0.01% | 1158 |
|
|
2023
Q3 | $4.19K | Hold |
53
| – | – | ﹤0.01% | 1064 |
|
|
2023
Q2 | $4.59K | Sell |
53
-6
| -10% | -$520 | ﹤0.01% | 1046 |
|
|
2023
Q1 | $4.84K | Buy |
59
+8
| +16% | +$656 | ﹤0.01% | 1004 |
|
|
2022
Q4 | $3.68K | Sell |
51
-11
| -18% | -$793 | ﹤0.01% | 1121 |
|
|
2022
Q3 | $4K | Buy |
62
+50
| +417% | +$3.23K | ﹤0.01% | 1036 |
|
|
2022
Q2 | $1K | Sell |
12
-30
| -71% | -$2.5K | ﹤0.01% | 1468 |
|
|
2022
Q1 | $3K | Buy |
42
+23
| +121% | +$1.64K | ﹤0.01% | 1209 |
|
|
2021
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 1032 |
|