JFS Wealth Advisors’s Primis Financial Corp FRST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,000
| Closed | -$31K | – | 837 |
|
|
2021
Q2 | $31K | Hold |
2,000
| – | – | ﹤0.01% | 323 |
|
|
2021
Q1 | $29K | Hold |
2,000
| – | – | 0.01% | 302 |
|
|
2020
Q4 | $24K | Hold |
2,000
| – | – | 0.01% | 312 |
|
|
2020
Q3 | $17K | Hold |
2,000
| – | – | ﹤0.01% | 329 |
|
|
2020
Q2 | $19K | Hold |
2,000
| – | – | ﹤0.01% | 304 |
|
|
2020
Q1 | $20K | Buy |
2,000
+1,000
| +100% | +$10K | 0.01% | 274 |
|
|
2019
Q4 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 329 |
|
|
2019
Q3 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 327 |
|
|
2019
Q2 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 332 |
|
|
2019
Q1 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 321 |
|
|
2018
Q4 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 324 |
|
|
2018
Q3 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 344 |
|
|
2018
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 321 |
|
|
2018
Q1 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 334 |
|
|
2017
Q4 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 344 |
|
|
2017
Q3 | $17K | Buy |
+1,000
| New | +$17K | ﹤0.01% | 338 |
|