JFS Wealth Advisors’s Imperial Oil IMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.23K Hold
91
﹤0.01% 962
2025
Q1
$6.58K Hold
91
﹤0.01% 1013
2024
Q4
$5.61K Hold
91
﹤0.01% 1088
2024
Q3
$6.41K Hold
91
﹤0.01% 1028
2024
Q2
$6.21K Hold
91
﹤0.01% 977
2024
Q1
$6.29K Buy
91
+4
+5% +$277 ﹤0.01% 1019
2023
Q4
$4.98K Hold
87
﹤0.01% 1059
2023
Q3
$5.36K Hold
87
﹤0.01% 967
2023
Q2
$4.45K Hold
87
﹤0.01% 1056
2023
Q1
$4.42K Hold
87
﹤0.01% 1041
2022
Q4
$4.24K Sell
87
-14
-14% -$682 ﹤0.01% 1065
2022
Q3
$4K Buy
101
+5
+5% +$198 ﹤0.01% 1070
2022
Q2
$5K Buy
96
+9
+10% +$469 ﹤0.01% 985
2022
Q1
$4K Buy
+87
New +$4K ﹤0.01% 1140