JFS Wealth Advisors’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.99K | Buy |
108
+12
| +13% | +$665 | ﹤0.01% | 1026 |
|
|
2025
Q1 | $3.98K | Buy |
96
+12
| +14% | +$497 | ﹤0.01% | 1218 |
|
|
2024
Q4 | $3.71K | Hold |
84
| – | – | ﹤0.01% | 1234 |
|
|
2024
Q3 | $2.99K | Buy |
84
+4
| +5% | +$142 | ﹤0.01% | 1319 |
|
|
2024
Q2 | $2.51K | Hold |
80
| – | – | ﹤0.01% | 1348 |
|
|
2024
Q1 | $2.29K | Hold |
80
| – | – | ﹤0.01% | 1393 |
|
|
2023
Q4 | $1.7K | Hold |
80
| – | – | ﹤0.01% | 1501 |
|
|
2023
Q3 | $1.77K | Hold |
80
| – | – | ﹤0.01% | 1407 |
|
|
2023
Q2 | $1.7K | Hold |
80
| – | – | ﹤0.01% | 1441 |
|
|
2023
Q1 | $1.69K | Sell |
80
-4
| -5% | -$84 | ﹤0.01% | 1428 |
|
|
2022
Q4 | $1.55K | Sell |
84
-2,032
| -96% | -$37.5K | ﹤0.01% | 1469 |
|
|
2022
Q3 | $34K | Buy |
2,116
+28
| +1% | +$450 | ﹤0.01% | 452 |
|
|
2022
Q2 | $29K | Buy |
2,088
+28
| +1% | +$389 | ﹤0.01% | 509 |
|
|
2022
Q1 | $34K | Buy |
2,060
+16
| +0.8% | +$264 | ﹤0.01% | 496 |
|
|
2021
Q4 | $41K | Buy |
+2,044
| New | +$41K | ﹤0.01% | 452 |
|