JFS Wealth Advisors’s CEB Inc. CEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-70
| Closed | -$4K | – | 508 |
|
|
2016
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 438 |
|
|
2016
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 452 |
|
|
2016
Q1 | $5K | Hold |
70
| – | – | ﹤0.01% | 458 |
|
|
2015
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 477 |
|
|
2015
Q3 | $5K | Hold |
70
| – | – | ﹤0.01% | 396 |
|
|
2015
Q2 | $6K | Hold |
70
| – | – | ﹤0.01% | 402 |
|
|
2015
Q1 | $6K | Hold |
70
| – | – | ﹤0.01% | 407 |
|
|
2014
Q4 | $5K | Hold |
70
| – | – | ﹤0.01% | 440 |
|
|
2014
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 403 |
|
|
2014
Q2 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 382 |
|