JFS Wealth Advisors’s BGC Group BGC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-281
| Closed | -$1.25K | – | 1970 |
|
2023
Q2 | $1.25K | Buy |
281
+13
| +5% | +$58 | ﹤0.01% | 1534 |
|
2023
Q1 | $1.4K | Sell |
268
-9
| -3% | -$47 | ﹤0.01% | 1485 |
|
2022
Q4 | $1.04K | Sell |
277
-21
| -7% | -$79 | ﹤0.01% | 1585 |
|
2022
Q3 | $1K | Buy |
298
+4
| +1% | +$13 | ﹤0.01% | 1484 |
|
2022
Q2 | $1K | Buy |
294
+111
| +61% | +$378 | ﹤0.01% | 1471 |
|
2022
Q1 | $1K | Buy |
183
+107
| +141% | +$585 | ﹤0.01% | 1581 |
|
2021
Q4 | $0 | Buy |
+76
| New | – | ﹤0.01% | 1716 |
|