JWA
JFS Wealth Advisors’s iRadimed IRMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,750
| Closed | -$59K | – | 1790 |
|
|
2021
Q3 | $59K | Hold |
1,750
| – | – | 0.01% | 391 |
|
|
2021
Q2 | $51K | Buy |
+1,750
| New | +$51K | 0.01% | 268 |
|
|
2016
Q4 | – | Sell |
-190,000
| Closed | -$3.23M | – | 466 |
|
|
2016
Q3 | $3.23M | Hold |
190,000
| – | – | 0.92% | 30 |
|
|
2016
Q2 | $4.13M | Sell |
190,000
-15,000
| -7% | -$326K | 1.14% | 19 |
|
|
2016
Q1 | $3.93M | Buy |
205,000
+5,000
| +3% | +$95.8K | 1.16% | 22 |
|
|
2015
Q4 | $5.61M | Buy |
+200,000
| New | +$5.61M | 1.61% | 14 |
|
|
2015
Q3 | – | Sell |
-4,200
| Closed | -$98K | – | 521 |
|
|
2015
Q2 | $98K | Hold |
4,200
| – | – | 0.05% | 126 |
|
|
2015
Q1 | $64K | Buy |
4,200
+1,200
| +40% | +$18.3K | 0.03% | 161 |
|
|
2014
Q4 | $39K | Hold |
3,000
| – | – | 0.01% | 216 |
|
|
2014
Q3 | $21K | Buy |
+3,000
| New | +$21K | ﹤0.01% | 256 |
|