JFS Wealth Advisors’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-21
| Closed | -$191 | – | 1917 |
|
|
2025
Q2 | $191 | Sell |
21
-70
| -77% | -$627 | ﹤0.01% | 1783 |
|
|
2025
Q1 | $814 | Sell |
91
-165
| -64% | -$1.69K | ﹤0.01% | 1686 |
|
|
2024
Q4 | $3.19K | Buy |
256
+33
| +15% | +$395 | ﹤0.01% | 1296 |
|
|
2024
Q3 | $2.57K | Buy |
223
+65
| +41% | +$722 | ﹤0.01% | 1383 |
|
|
2024
Q2 | $1.46K | Buy |
158
+63
| +66% | +$606 | ﹤0.01% | 1552 |
|
|
2024
Q1 | $954 | Buy |
95
+50
| +111% | +$546 | ﹤0.01% | 1673 |
|
|
2023
Q4 | $527 | Sell |
45
-106
| -70% | -$1.08K | ﹤0.01% | 1794 |
|
|
2023
Q3 | $1.51K | Buy |
151
+67
| +80% | +$740 | ﹤0.01% | 1467 |
|
|
2023
Q2 | $972 | Sell |
84
-8
| -9% | -$87 | ﹤0.01% | 1616 |
|
|
2023
Q1 | $1.08K | Buy |
92
+41
| +80% | +$520 | ﹤0.01% | 1561 |
|
|
2022
Q4 | $625 | Buy |
51
+33
| +183% | +$423 | ﹤0.01% | 1699 |
|
|
2022
Q3 | $0 | Buy |
+18
| New | +$267 | ﹤0.01% | 1783 |
|
