JFS Wealth Advisors’s Badger Meter BMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.9K | Hold |
20
| – | – | ﹤0.01% | 1096 |
|
2025
Q1 | $3.81K | Hold |
20
| – | – | ﹤0.01% | 1234 |
|
2024
Q4 | $4.24K | Hold |
20
| – | – | ﹤0.01% | 1189 |
|
2024
Q3 | $4.37K | Buy |
20
+1
| +5% | +$218 | ﹤0.01% | 1173 |
|
2024
Q2 | $3.54K | Hold |
19
| – | – | ﹤0.01% | 1207 |
|
2024
Q1 | $3.08K | Hold |
19
| – | – | ﹤0.01% | 1289 |
|
2023
Q4 | $2.93K | Hold |
19
| – | – | ﹤0.01% | 1268 |
|
2023
Q3 | $2.73K | Hold |
19
| – | – | ﹤0.01% | 1237 |
|
2023
Q2 | $2.8K | Hold |
19
| – | – | ﹤0.01% | 1256 |
|
2023
Q1 | $2.32K | Hold |
19
| – | – | ﹤0.01% | 1300 |
|
2022
Q4 | $2.07K | Hold |
19
| – | – | ﹤0.01% | 1356 |
|
2022
Q3 | $2K | Buy |
19
+14
| +280% | +$1.47K | ﹤0.01% | 1284 |
|
2022
Q2 | $0 | Sell |
5
-9
| -64% | – | ﹤0.01% | 1752 |
|
2022
Q1 | $1K | Buy |
14
+8
| +133% | +$571 | ﹤0.01% | 1584 |
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1271 |
|