JFS Wealth Advisors’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.15K | Sell |
29
-25
| -46% | -$995 | ﹤0.01% | 1537 |
|
2025
Q1 | $2.07K | Buy |
54
+14
| +35% | +$537 | ﹤0.01% | 1455 |
|
2024
Q4 | $1.75K | Buy |
40
+5
| +14% | +$219 | ﹤0.01% | 1533 |
|
2024
Q3 | $1.69K | Buy |
35
+11
| +46% | +$530 | ﹤0.01% | 1559 |
|
2024
Q2 | $809 | Hold |
24
| – | – | ﹤0.01% | 1715 |
|
2024
Q1 | $907 | Hold |
24
| – | – | ﹤0.01% | 1682 |
|
2023
Q4 | $802 | Buy |
24
+14
| +140% | +$468 | ﹤0.01% | 1698 |
|
2023
Q3 | $253 | Buy |
10
+3
| +43% | +$76 | ﹤0.01% | 1833 |
|
2023
Q2 | $194 | Buy |
+7
| New | +$194 | ﹤0.01% | 1878 |
|