JFS Wealth Advisors’s Commault Systems CVLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.09K Buy
12
+2
+20% +$349 ﹤0.01% 1381
2025
Q1
$1.58K Hold
10
﹤0.01% 1544
2024
Q4
$1.51K Buy
10
+3
+43% +$453 ﹤0.01% 1576
2024
Q3
$1.08K Buy
7
+4
+133% +$615 ﹤0.01% 1680
2024
Q2
$365 Hold
3
﹤0.01% 1843
2024
Q1
$305 Hold
3
﹤0.01% 1857
2023
Q4
$240 Hold
3
﹤0.01% 1886
2023
Q3
$203 Hold
3
﹤0.01% 1861
2023
Q2
$218 Hold
3
﹤0.01% 1869
2023
Q1
$171 Buy
3
+1
+50% +$57 ﹤0.01% 1840
2022
Q4
$126 Sell
2
-1
-33% -$63 ﹤0.01% 1866
2022
Q3
$0 Buy
3
+1
+50% ﹤0.01% 1773
2022
Q2
$0 Buy
+2
New ﹤0.01% 1791