JFS Wealth Advisors’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.99K | Buy |
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|
2025
Q1 | $3.98K | Buy |
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|
2024
Q4 | $3.71K | Hold |
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|
2024
Q3 | $2.99K | Buy |
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|
2024
Q2 | $2.51K | Hold |
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|
2024
Q1 | $2.29K | Hold |
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|
2023
Q4 | $1.7K | Hold |
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|
2023
Q3 | $1.77K | Hold |
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|
2023
Q2 | $1.7K | Hold |
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|
2023
Q1 | $1.69K | Sell |
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|
2022
Q4 | $1.55K | Sell |
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|
2022
Q3 | $34K | Buy |
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|
2022
Q2 | $29K | Buy |
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|
2022
Q1 | $34K | Buy |
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|
2021
Q4 | $41K | Buy |
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