JFS Wealth Advisors’s DoubleVerify DV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$45	Buy
2025 Q1	–	Sell
2024 Q4	$20	Sell
2024 Q3	$674	Buy
2024 Q2	$760	Buy
2023 Q1	–	Sell
2022 Q4	$66	Buy