JFS Wealth Advisors’s MasterBrand MBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $492 | Sell |
45
-2
| -4% | -$22 | ﹤0.01% | 1699 |
|
2025
Q1 | $614 | Hold |
47
| – | – | ﹤0.01% | 1745 |
|
2024
Q4 | $687 | Hold |
47
| – | – | ﹤0.01% | 1735 |
|
2024
Q3 | $872 | Buy |
47
+2
| +4% | +$37 | ﹤0.01% | 1727 |
|
2024
Q2 | $661 | Hold |
45
| – | – | ﹤0.01% | 1764 |
|
2024
Q1 | $844 | Hold |
45
| – | – | ﹤0.01% | 1694 |
|
2023
Q4 | $669 | Hold |
45
| – | – | ﹤0.01% | 1744 |
|
2023
Q3 | $547 | Hold |
45
| – | – | ﹤0.01% | 1734 |
|
2023
Q2 | $524 | Sell |
45
-32
| -42% | -$373 | ﹤0.01% | 1747 |
|
2023
Q1 | $620 | Hold |
77
| – | – | ﹤0.01% | 1685 |
|
2022
Q4 | $581 | Buy |
+77
| New | +$581 | ﹤0.01% | 1715 |
|