JFS Wealth Advisors’s Copel ELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859 | Buy |
94
+31
| +49% | +$283 | ﹤0.01% | 1604 |
|
|
2025
Q1 | $461 | Sell |
63
-42
| -40% | -$307 | ﹤0.01% | 1778 |
|
|
2024
Q4 | $623 | Buy |
105
+44
| +72% | +$261 | ﹤0.01% | 1756 |
|
|
2024
Q3 | $454 | Hold |
61
| – | – | ﹤0.01% | 1807 |
|
|
2024
Q2 | $409 | Buy |
+61
| New | +$409 | ﹤0.01% | 1829 |
|
|
2019
Q1 | – | Sell |
-2,515
| Closed | -$8K | – | 466 |
|
|
2018
Q4 | $8K | Sell |
2,515
-1,455
| -37% | -$4.63K | ﹤0.01% | 362 |
|
|
2018
Q3 | $8K | Hold |
3,970
| – | – | ﹤0.01% | 427 |
|
|
2018
Q2 | $9K | Buy |
3,970
+465
| +13% | +$1.05K | ﹤0.01% | 370 |
|
|
2018
Q1 | $11K | Buy |
3,505
+1,562
| +80% | +$4.9K | ﹤0.01% | 364 |
|
|
2017
Q4 | $6K | Buy |
1,943
+335
| +21% | +$1.03K | ﹤0.01% | 412 |
|
|
2017
Q3 | $6K | Hold |
1,608
| – | – | ﹤0.01% | 385 |
|
|
2017
Q2 | $5K | Hold |
1,608
| – | – | ﹤0.01% | 368 |
|
|
2017
Q1 | $5K | Hold |
1,608
| – | – | ﹤0.01% | 393 |
|
|
2016
Q4 | $5K | Sell |
1,608
-955
| -37% | -$2.97K | ﹤0.01% | 393 |
|
|
2016
Q3 | $11K | Sell |
2,563
-797
| -24% | -$3.42K | ﹤0.01% | 374 |
|
|
2016
Q2 | $12K | Buy |
3,360
+1,610
| +92% | +$5.75K | ﹤0.01% | 370 |
|
|
2016
Q1 | $6K | Hold |
1,750
| – | – | ﹤0.01% | 441 |
|
|
2015
Q4 | $4K | Hold |
1,750
| – | – | ﹤0.01% | 464 |
|
|
2015
Q3 | $6K | Hold |
1,750
| – | – | ﹤0.01% | 381 |
|
|
2015
Q2 | $8K | Hold |
1,750
| – | – | ﹤0.01% | 378 |
|
|
2015
Q1 | $7K | Buy |
1,750
+1,100
| +169% | +$4.4K | ﹤0.01% | 388 |
|
|
2014
Q4 | $3K | Hold |
650
| – | – | ﹤0.01% | 461 |
|
|
2014
Q3 | $4K | Hold |
650
| – | – | ﹤0.01% | 394 |
|
|
2014
Q2 | $4K | Buy |
+650
| New | +$4K | ﹤0.01% | 389 |
|