JFS Wealth Advisors’s Ingles Markets IMKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | -$69 | – | 1989 |
|
|
2024
Q2 | $69 | Sell |
1
-1
| -50% | -$69 | ﹤0.01% | 1945 |
|
|
2024
Q1 | $154 | Hold |
2
| – | – | ﹤0.01% | 1911 |
|
|
2023
Q4 | $173 | Buy |
2
+1
| +100% | +$87 | ﹤0.01% | 1916 |
|
|
2023
Q3 | $76 | Sell |
1
-2
| -67% | -$152 | ﹤0.01% | 1918 |
|
|
2023
Q2 | $248 | Hold |
3
| – | – | ﹤0.01% | 1854 |
|
|
2023
Q1 | $267 | Buy |
3
+2
| +200% | +$178 | ﹤0.01% | 1795 |
|
|
2022
Q4 | $96 | Hold |
1
| – | – | ﹤0.01% | 1882 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1818 |
|