JFS Wealth Advisors’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45 | Buy |
+3
| New | +$45 | ﹤0.01% | 1834 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$20 | – | 1953 |
|
|
2024
Q4 | $20 | Sell |
1
-39
| -98% | -$780 | ﹤0.01% | 1928 |
|
|
2024
Q3 | $674 | Buy |
40
+1
| +3% | +$17 | ﹤0.01% | 1757 |
|
|
2024
Q2 | $760 | Buy |
+39
| New | +$760 | ﹤0.01% | 1728 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$66 | – | 1968 |
|
|
2022
Q4 | $66 | Buy |
+3
| New | +$66 | ﹤0.01% | 1905 |
|