JFS Wealth Advisors’s CorVel CRVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8K | Hold |
37
| – | – | ﹤0.01% | 1183 |
|
|
2025
Q1 | $4.14K | Buy |
37
+1
| +3% | +$112 | ﹤0.01% | 1196 |
|
|
2024
Q4 | $4.01K | Hold |
36
| – | – | ﹤0.01% | 1206 |
|
|
2024
Q3 | $3.92K | Hold |
36
| – | – | ﹤0.01% | 1208 |
|
|
2024
Q2 | $3.05K | Hold |
36
| – | – | ﹤0.01% | 1264 |
|
|
2024
Q1 | $3.16K | Hold |
36
| – | – | ﹤0.01% | 1276 |
|
|
2023
Q4 | $2.97K | Hold |
36
| – | – | ﹤0.01% | 1264 |
|
|
2023
Q3 | $2.36K | Hold |
36
| – | – | ﹤0.01% | 1295 |
|
|
2023
Q2 | $2.32K | Hold |
36
| – | – | ﹤0.01% | 1329 |
|
|
2023
Q1 | $2.28K | Buy |
36
+6
| +20% | +$381 | ﹤0.01% | 1308 |
|
|
2022
Q4 | $1.45K | Sell |
30
-9
| -23% | -$436 | ﹤0.01% | 1492 |
|
|
2022
Q3 | $2K | Buy |
39
+30
| +333% | +$1.54K | ﹤0.01% | 1298 |
|
|
2022
Q2 | $0 | Sell |
9
-21
| -70% | – | ﹤0.01% | 1785 |
|
|
2022
Q1 | $2K | Buy |
30
+15
| +100% | +$1K | ﹤0.01% | 1395 |
|
|
2021
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1310 |
|