JFS Wealth Advisors’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5K | Hold |
491
| – | – | ﹤0.01% | 615 |
|
|
2025
Q1 | $16.2K | Hold |
491
| – | – | ﹤0.01% | 725 |
|
|
2024
Q4 | $18.9K | Hold |
491
| – | – | ﹤0.01% | 662 |
|
|
2024
Q3 | $16.4K | Buy |
491
+8
| +2% | +$267 | ﹤0.01% | 685 |
|
|
2024
Q2 | $14.2K | Sell |
483
-1
| -0.2% | -$29 | ﹤0.01% | 688 |
|
|
2024
Q1 | $13.8K | Sell |
484
-158
| -25% | -$4.52K | ﹤0.01% | 714 |
|
|
2023
Q4 | $14.7K | Hold |
642
| – | – | ﹤0.01% | 665 |
|
|
2023
Q3 | $13.1K | Hold |
642
| – | – | ﹤0.01% | 640 |
|
|
2023
Q2 | $13.4K | Sell |
642
-52
| -7% | -$1.08K | ﹤0.01% | 637 |
|
|
2023
Q1 | $12K | Sell |
694
-17
| -2% | -$295 | ﹤0.01% | 653 |
|
|
2022
Q4 | $11.5K | Buy |
711
+36
| +5% | +$582 | ﹤0.01% | 657 |
|
|
2022
Q3 | $8K | Buy |
675
+370
| +121% | +$4.39K | ﹤0.01% | 803 |
|
|
2022
Q2 | $3K | Sell |
305
-186
| -38% | -$1.83K | ﹤0.01% | 1178 |
|
|
2022
Q1 | $7K | Buy |
491
+300
| +157% | +$4.28K | ﹤0.01% | 915 |
|
|
2021
Q4 | $3K | Buy |
+191
| New | +$3K | ﹤0.01% | 939 |
|
|
2020
Q1 | – | Sell |
-1,253
| Closed | -$12K | – | 519 |
|
|
2019
Q4 | $12K | Hold |
1,253
| – | – | ﹤0.01% | 358 |
|
|
2019
Q3 | $10K | Hold |
1,253
| – | – | ﹤0.01% | 369 |
|
|
2019
Q2 | $9K | Buy |
1,253
+299
| +31% | +$2.15K | ﹤0.01% | 373 |
|
|
2019
Q1 | $7K | Buy |
954
+328
| +52% | +$2.41K | ﹤0.01% | 374 |
|
|
2018
Q4 | $4K | Buy |
+626
| New | +$4K | ﹤0.01% | 396 |
|
|
2015
Q1 | – | Sell |
-3,483
| Closed | -$29K | – | 525 |
|
|
2014
Q4 | $29K | Sell |
3,483
-385
| -10% | -$3.21K | ﹤0.01% | 251 |
|
|
2014
Q3 | $30K | Hold |
3,868
| – | – | 0.01% | 225 |
|
|
2014
Q2 | $32K | Buy |
+3,868
| New | +$32K | 0.01% | 226 |
|