JFS Wealth Advisors’s First Advantage FA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$133	Sell
2025 Q1	$945	Hold
2024 Q4	$1.25K	Hold
2024 Q3	$1.33K	Buy
2024 Q2	$1.04K	Hold
2024 Q1	$1.05K	Hold
2023 Q4	$1.08K	Buy
2023 Q3	$704	Buy
2023 Q2	$386	Buy
2023 Q1	$238	Buy
2022 Q4	$91	Buy