JFS Wealth Advisors’s First Advantage FA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133 | Sell |
8
-59
| -88% | -$981 | ﹤0.01% | 1799 |
|
|
2025
Q1 | $945 | Hold |
67
| – | – | ﹤0.01% | 1657 |
|
|
2024
Q4 | $1.26K | Hold |
67
| – | – | ﹤0.01% | 1629 |
|
|
2024
Q3 | $1.33K | Buy |
67
+2
| +3% | +$40 | ﹤0.01% | 1629 |
|
|
2024
Q2 | $1.05K | Hold |
65
| – | – | ﹤0.01% | 1659 |
|
|
2024
Q1 | $1.06K | Hold |
65
| – | – | ﹤0.01% | 1645 |
|
|
2023
Q4 | $1.08K | Buy |
65
+14
| +27% | +$232 | ﹤0.01% | 1640 |
|
|
2023
Q3 | $704 | Buy |
51
+26
| +104% | +$359 | ﹤0.01% | 1675 |
|
|
2023
Q2 | $386 | Buy |
25
+8
| +47% | +$124 | ﹤0.01% | 1796 |
|
|
2023
Q1 | $238 | Buy |
17
+10
| +143% | +$140 | ﹤0.01% | 1808 |
|
|
2022
Q4 | $91 | Buy |
+7
| New | +$91 | ﹤0.01% | 1886 |
|