JWA
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JFS Wealth Advisors’s Cadeler CDLR Stock Holding History

JFS Wealth Advisors’s Portfolio CDLR Stock Details CDLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$458 Hold
23
– – ﹤0.01% 1708
2025
Q1 		$453 Buy
23
+1
+5% +$20 ﹤0.01% 1782
2024
Q4 		$492 Buy
22
+12
+120% +$268 ﹤0.01% 1779
2024
Q3 		$282 Hold
10
– – ﹤0.01% 1848
2024
Q2 		$251 Buy
+10
New +$251 ﹤0.01% 1879