JFS Wealth Advisors’s Integral Ad Science IAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-36
| Closed | -$291 | – | 1920 |
|
|
2025
Q1 | $291 | Buy |
36
+34
| +1,700% | +$275 | ﹤0.01% | 1818 |
|
|
2024
Q4 | $21 | Sell |
2
-24
| -92% | -$252 | ﹤0.01% | 1926 |
|
|
2024
Q3 | $282 | Buy |
26
+1
| +4% | +$11 | ﹤0.01% | 1849 |
|
|
2024
Q2 | $243 | Hold |
25
| – | – | ﹤0.01% | 1883 |
|
|
2024
Q1 | $250 | Hold |
25
| – | – | ﹤0.01% | 1873 |
|
|
2023
Q4 | $360 | Buy |
25
+22
| +733% | +$317 | ﹤0.01% | 1846 |
|
|
2023
Q3 | $36 | Sell |
3
-7
| -70% | -$84 | ﹤0.01% | 1941 |
|
|
2023
Q2 | $180 | Buy |
+10
| New | +$180 | ﹤0.01% | 1888 |
|