JFS Wealth Advisors’s Hilton Grand Vacations HGV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.37K | Sell |
33
-46
| -58% | -$1.91K | ﹤0.01% | 1494 |
|
2025
Q1 | $2.96K | Buy |
79
+27
| +52% | +$1.01K | ﹤0.01% | 1323 |
|
2024
Q4 | $2.03K | Sell |
52
-8
| -13% | -$312 | ﹤0.01% | 1474 |
|
2024
Q3 | $2.18K | Buy |
60
+21
| +54% | +$763 | ﹤0.01% | 1450 |
|
2024
Q2 | $1.58K | Buy |
39
+9
| +30% | +$364 | ﹤0.01% | 1525 |
|
2024
Q1 | $1.42K | Buy |
30
+1
| +3% | +$47 | ﹤0.01% | 1562 |
|
2023
Q4 | $1.17K | Buy |
29
+1
| +4% | +$40 | ﹤0.01% | 1617 |
|
2023
Q3 | $1.14K | Buy |
28
+6
| +27% | +$244 | ﹤0.01% | 1562 |
|
2023
Q2 | $1K | Buy |
22
+2
| +10% | +$91 | ﹤0.01% | 1607 |
|
2023
Q1 | $889 | Buy |
20
+13
| +186% | +$578 | ﹤0.01% | 1611 |
|
2022
Q4 | $270 | Buy |
+7
| New | +$270 | ﹤0.01% | 1810 |
|
2022
Q2 | – | Sell |
-47
| Closed | -$2K | – | 1820 |
|
2022
Q1 | $2K | Buy |
47
+30
| +176% | +$1.28K | ﹤0.01% | 1421 |
|
2021
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1387 |
|