JFS Wealth Advisors’s Stride LRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65K | Hold |
32
| – | – | ﹤0.01% | 1111 |
|
|
2025
Q1 | $4.05K | Buy |
32
+6
| +23% | +$759 | ﹤0.01% | 1212 |
|
|
2024
Q4 | $2.7K | Buy |
26
+5
| +24% | +$520 | ﹤0.01% | 1355 |
|
|
2024
Q3 | $1.79K | Buy |
21
+5
| +31% | +$427 | ﹤0.01% | 1531 |
|
|
2024
Q2 | $1.13K | Buy |
16
+7
| +78% | +$494 | ﹤0.01% | 1643 |
|
|
2024
Q1 | $568 | Hold |
9
| – | – | ﹤0.01% | 1766 |
|
|
2023
Q4 | $535 | Buy |
9
+4
| +80% | +$238 | ﹤0.01% | 1791 |
|
|
2023
Q3 | $226 | Buy |
5
+1
| +25% | +$45 | ﹤0.01% | 1849 |
|
|
2023
Q2 | $149 | Hold |
4
| – | – | ﹤0.01% | 1902 |
|
|
2023
Q1 | $157 | Buy |
4
+1
| +33% | +$39 | ﹤0.01% | 1850 |
|
|
2022
Q4 | $94 | Sell |
3
-2
| -40% | -$63 | ﹤0.01% | 1884 |
|
|
2022
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1845 |
|