JFS Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.8K | Sell |
143
-13
| -8% | -$3.16K | ﹤0.01% | 543 |
|
|
2025
Q1 | $37.8K | Sell |
156
-1
| -0.6% | -$242 | ﹤0.01% | 528 |
|
|
2024
Q4 | $35.5K | Hold |
157
| – | – | ﹤0.01% | 522 |
|
|
2024
Q3 | $33.8K | Buy |
157
+2
| +1% | +$431 | ﹤0.01% | 532 |
|
|
2024
Q2 | $30.6K | Hold |
155
| – | – | ﹤0.01% | 505 |
|
|
2024
Q1 | $31.8K | Hold |
155
| – | – | ﹤0.01% | 519 |
|
|
2023
Q4 | $31.9K | Sell |
155
-7
| -4% | -$1.44K | ﹤0.01% | 486 |
|
|
2023
Q3 | $29.1K | Buy |
162
+7
| +5% | +$1.26K | ﹤0.01% | 462 |
|
|
2023
Q2 | $25.7K | Sell |
155
-9
| -5% | -$1.49K | ﹤0.01% | 485 |
|
|
2023
Q1 | $24.1K | Buy |
164
+11
| +7% | +$1.62K | ﹤0.01% | 487 |
|
|
2022
Q4 | $20.6K | Sell |
153
-181
| -54% | -$24.3K | ﹤0.01% | 531 |
|
|
2022
Q3 | $48K | Buy |
334
+21
| +7% | +$3.02K | 0.01% | 382 |
|
|
2022
Q2 | $45K | Buy |
313
+14
| +5% | +$2.01K | ﹤0.01% | 409 |
|
|
2022
Q1 | $47K | Buy |
299
+111
| +59% | +$17.4K | ﹤0.01% | 440 |
|
|
2021
Q4 | $34K | Buy |
+188
| New | +$34K | ﹤0.01% | 481 |
|
|
2018
Q2 | – | Sell |
-49
| Closed | -$5K | – | 469 |
|
|
2018
Q1 | $5K | Buy |
49
+1
| +2% | +$102 | ﹤0.01% | 417 |
|
|
2017
Q4 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 440 |
|