JFS Wealth Advisors’s ENI E Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7K | Sell |
1,010
-63
| -6% | -$2.04K | ﹤0.01% | 551 |
|
|
2025
Q1 | $33.2K | Hold |
1,073
| – | – | ﹤0.01% | 549 |
|
|
2024
Q4 | $29.4K | Buy |
1,073
+52
| +5% | +$1.42K | ﹤0.01% | 551 |
|
|
2024
Q3 | $30.9K | Sell |
1,021
-165
| -14% | -$5K | ﹤0.01% | 545 |
|
|
2024
Q2 | $36.5K | Sell |
1,186
-63
| -5% | -$1.94K | ﹤0.01% | 471 |
|
|
2024
Q1 | $39.6K | Sell |
1,249
-73
| -6% | -$2.32K | ﹤0.01% | 477 |
|
|
2023
Q4 | $45K | Buy |
1,322
+669
| +102% | +$22.8K | ﹤0.01% | 421 |
|
|
2023
Q3 | $20.8K | Hold |
653
| – | – | ﹤0.01% | 539 |
|
|
2023
Q2 | $18.8K | Sell |
653
-39
| -6% | -$1.12K | ﹤0.01% | 566 |
|
|
2023
Q1 | $19.4K | Sell |
692
-91
| -12% | -$2.55K | ﹤0.01% | 545 |
|
|
2022
Q4 | $22.4K | Sell |
783
-1,736
| -69% | -$49.8K | ﹤0.01% | 509 |
|
|
2022
Q3 | $53K | Sell |
2,519
-900
| -26% | -$18.9K | 0.01% | 368 |
|
|
2022
Q2 | $81K | Buy |
3,419
+53
| +2% | +$1.26K | 0.01% | 316 |
|
|
2022
Q1 | $98K | Sell |
3,366
-1,557
| -32% | -$45.3K | 0.01% | 308 |
|
|
2021
Q4 | $136K | Buy |
4,923
+111
| +2% | +$3.07K | 0.01% | 265 |
|
|
2021
Q3 | $129K | Hold |
4,812
| – | – | 0.01% | 270 |
|
|
2021
Q2 | $117K | Sell |
4,812
-121
| -2% | -$2.94K | 0.02% | 205 |
|
|
2021
Q1 | $122K | Sell |
4,933
-797
| -14% | -$19.7K | 0.02% | 178 |
|
|
2020
Q4 | $118K | Sell |
5,730
-83
| -1% | -$1.71K | 0.02% | 179 |
|
|
2020
Q3 | $90K | Buy |
5,813
+736
| +14% | +$11.4K | 0.02% | 185 |
|
|
2020
Q2 | $98K | Hold |
5,077
| – | – | 0.03% | 183 |
|
|
2020
Q1 | $101K | Buy |
5,077
+1,056
| +26% | +$21K | 0.03% | 170 |
|
|
2019
Q4 | $124K | Hold |
4,021
| – | – | 0.03% | 171 |
|
|
2019
Q3 | $123K | Hold |
4,021
| – | – | 0.03% | 171 |
|
|
2019
Q2 | $133K | Sell |
4,021
-27
| -0.7% | -$893 | 0.03% | 161 |
|
|
2019
Q1 | $143K | Hold |
4,048
| – | – | 0.04% | 159 |
|
|
2018
Q4 | $128K | Hold |
4,048
| – | – | 0.03% | 159 |
|
|
2018
Q3 | $152K | Hold |
4,048
| – | – | 0.04% | 160 |
|
|
2018
Q2 | $150K | Buy |
4,048
+46
| +1% | +$1.71K | 0.04% | 157 |
|
|
2018
Q1 | $141K | Hold |
4,002
| – | – | 0.04% | 167 |
|
|
2017
Q4 | $133K | Sell |
4,002
-640
| -14% | -$21.3K | 0.03% | 174 |
|
|
2017
Q3 | $154K | Hold |
4,642
| – | – | 0.04% | 154 |
|
|
2017
Q2 | $140K | Sell |
4,642
-26
| -0.6% | -$784 | 0.04% | 152 |
|
|
2017
Q1 | $150K | Hold |
4,668
| – | – | 0.04% | 151 |
|
|
2016
Q4 | $150K | Sell |
4,668
-17
| -0.4% | -$546 | 0.04% | 151 |
|
|
2016
Q3 | $135K | Buy |
4,685
+87
| +2% | +$2.51K | 0.04% | 159 |
|
|
2016
Q2 | $149K | Buy |
4,598
+428
| +10% | +$13.9K | 0.04% | 180 |
|
|
2016
Q1 | $126K | Hold |
4,170
| – | – | 0.04% | 160 |
|
|
2015
Q4 | $124K | Hold |
4,170
| – | – | 0.04% | 162 |
|
|
2015
Q3 | $131K | Buy |
4,170
+260
| +7% | +$8.17K | 0.06% | 135 |
|
|
2015
Q2 | $139K | Hold |
3,910
| – | – | 0.07% | 108 |
|
|
2015
Q1 | $135K | Buy |
3,910
+650
| +20% | +$22.4K | 0.06% | 107 |
|
|
2014
Q4 | $114K | Buy |
3,260
+460
| +16% | +$16.1K | 0.02% | 119 |
|
|
2014
Q3 | $132K | Hold |
2,800
| – | – | 0.02% | 101 |
|
|
2014
Q2 | $154K | Buy |
+2,800
| New | +$154K | 0.03% | 99 |
|