JFS Wealth Advisors’s Elastic ESTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-29
| Closed | -$2.23K | – | 1963 |
|
|
2024
Q3 | $2.23K | Hold |
29
| – | – | ﹤0.01% | 1435 |
|
|
2024
Q2 | $3.3K | Sell |
29
-1
| -3% | -$114 | ﹤0.01% | 1233 |
|
|
2024
Q1 | $3.01K | Buy |
30
+1
| +3% | +$100 | ﹤0.01% | 1293 |
|
|
2023
Q4 | $3.27K | Hold |
29
| – | – | ﹤0.01% | 1227 |
|
|
2023
Q3 | $2.36K | Hold |
29
| – | – | ﹤0.01% | 1300 |
|
|
2023
Q2 | $1.86K | Hold |
29
| – | – | ﹤0.01% | 1409 |
|
|
2023
Q1 | $1.68K | Hold |
29
| – | – | ﹤0.01% | 1430 |
|
|
2022
Q4 | $1.49K | Sell |
29
-55
| -65% | -$2.83K | ﹤0.01% | 1478 |
|
|
2022
Q3 | $6K | Hold |
84
| – | – | ﹤0.01% | 904 |
|
|
2022
Q2 | $6K | Sell |
84
-9
| -10% | -$643 | ﹤0.01% | 930 |
|
|
2022
Q1 | $8K | Buy |
93
+4
| +4% | +$344 | ﹤0.01% | 864 |
|
|
2021
Q4 | $11K | Buy |
89
+5
| +6% | +$618 | ﹤0.01% | 674 |
|
|
2021
Q3 | $13K | Buy |
84
+55
| +190% | +$8.51K | ﹤0.01% | 604 |
|
|
2021
Q2 | $4K | Hold |
29
| – | – | ﹤0.01% | 513 |
|
|
2021
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 509 |
|
|
2020
Q4 | $4K | Hold |
29
| – | – | ﹤0.01% | 488 |
|
|
2020
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 477 |
|
|
2020
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 461 |
|
|
2020
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 437 |
|