JFS Wealth Advisors’s Certara CERT Stock Holding History

JFS Wealth Advisors’s Portfolio CERT Stock Details CERT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$363	Buy
2025 Q1	$20	Hold
2024 Q4	$22	Sell
2024 Q3	$246	Sell
2024 Q2	$319	Sell
2024 Q1	$430	Hold
2023 Q4	$423	Buy
2023 Q3	$44	Sell
2023 Q2	$128	Buy
2023 Q1	$121	Buy
2022 Q4	$64	Buy