JFS Wealth Advisors’s Bankunited BKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6K | Sell |
73
-10
| -12% | -$356 | ﹤0.01% | 1320 |
|
|
2025
Q1 | $2.86K | Buy |
83
+10
| +14% | +$344 | ﹤0.01% | 1334 |
|
|
2024
Q4 | $2.79K | Hold |
73
| – | – | ﹤0.01% | 1345 |
|
|
2024
Q3 | $2.66K | Buy |
73
+2
| +3% | +$73 | ﹤0.01% | 1370 |
|
|
2024
Q2 | $2.08K | Hold |
71
| – | – | ﹤0.01% | 1416 |
|
|
2024
Q1 | $1.99K | Hold |
71
| – | – | ﹤0.01% | 1443 |
|
|
2023
Q4 | $2.3K | Buy |
71
+2
| +3% | +$65 | ﹤0.01% | 1367 |
|
|
2023
Q3 | $1.57K | Buy |
69
+15
| +28% | +$341 | ﹤0.01% | 1454 |
|
|
2023
Q2 | $1.16K | Buy |
+54
| New | +$1.16K | ﹤0.01% | 1559 |
|
|
2023
Q1 | – | Sell |
-53
| Closed | -$1.8K | – | 1961 |
|
|
2022
Q4 | $1.8K | Sell |
53
-22
| -29% | -$747 | ﹤0.01% | 1412 |
|
|
2022
Q3 | $3K | Buy |
75
+41
| +121% | +$1.64K | ﹤0.01% | 1148 |
|
|
2022
Q2 | $1K | Sell |
34
-25
| -42% | -$735 | ﹤0.01% | 1473 |
|
|
2022
Q1 | $3K | Buy |
59
+34
| +136% | +$1.73K | ﹤0.01% | 1214 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1269 |
|