JWA
JFS Wealth Advisors’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.5K | Buy |
515
+17
| +3% | +$1.4K | ﹤0.01% | 494 |
|
|
2025
Q1 | $26.9K | Buy |
498
+44
| +10% | +$2.38K | ﹤0.01% | 599 |
|
|
2024
Q4 | $25.8K | Sell |
454
-72
| -14% | -$4.1K | ﹤0.01% | 587 |
|
|
2024
Q3 | $32.5K | Buy |
526
+72
| +16% | +$4.45K | ﹤0.01% | 538 |
|
|
2024
Q2 | $25.7K | Buy |
454
+7
| +2% | +$396 | ﹤0.01% | 550 |
|
|
2024
Q1 | $23.3K | Sell |
447
-5
| -1% | -$260 | ﹤0.01% | 593 |
|
|
2023
Q4 | $18.7K | Buy |
452
+5
| +1% | +$207 | ﹤0.01% | 601 |
|
|
2023
Q3 | $18.4K | Buy |
447
+41
| +10% | +$1.69K | ﹤0.01% | 568 |
|
|
2023
Q2 | $14.8K | Sell |
406
-10
| -2% | -$364 | ﹤0.01% | 608 |
|
|
2023
Q1 | $15.2K | Buy |
416
+33
| +9% | +$1.2K | ﹤0.01% | 594 |
|
|
2022
Q4 | $14.8K | Sell |
383
-323
| -46% | -$12.5K | ﹤0.01% | 597 |
|
|
2022
Q3 | $21K | Buy |
706
+594
| +530% | +$17.7K | ﹤0.01% | 560 |
|
|
2022
Q2 | $4K | Sell |
112
-480
| -81% | -$17.1K | ﹤0.01% | 1088 |
|
|
2022
Q1 | $29K | Buy |
592
+450
| +317% | +$22K | ﹤0.01% | 526 |
|
|
2021
Q4 | $7K | Buy |
+142
| New | +$7K | ﹤0.01% | 740 |
|
|
2017
Q3 | – | Sell |
-86
| Closed | -$4K | – | 452 |
|
|
2017
Q2 | $4K | Sell |
86
-230
| -73% | -$10.7K | ﹤0.01% | 382 |
|
|
2017
Q1 | $11K | Hold |
316
| – | – | ﹤0.01% | 348 |
|
|
2016
Q4 | $11K | Sell |
316
-98
| -24% | -$3.41K | ﹤0.01% | 348 |
|
|
2016
Q3 | $14K | Hold |
414
| – | – | ﹤0.01% | 357 |
|
|
2016
Q2 | $12K | Hold |
414
| – | – | ﹤0.01% | 375 |
|
|
2016
Q1 | $11K | Hold |
414
| – | – | ﹤0.01% | 383 |
|
|
2015
Q4 | $12K | Hold |
414
| – | – | ﹤0.01% | 373 |
|
|
2015
Q3 | $12K | Hold |
414
| – | – | 0.01% | 321 |
|
|
2015
Q2 | $14K | Hold |
414
| – | – | 0.01% | 323 |
|
|
2015
Q1 | $15K | Hold |
414
| – | – | 0.01% | 312 |
|
|
2014
Q4 | $14K | Sell |
414
-100
| -19% | -$3.38K | ﹤0.01% | 330 |
|
|
2014
Q3 | $19K | Hold |
514
| – | – | ﹤0.01% | 266 |
|
|
2014
Q2 | $18K | Buy |
+514
| New | +$18K | ﹤0.01% | 268 |
|