JFS Wealth Advisors’s Mine Safety MSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $40.7K | Sell |
243
-5
| -2% | -$838 | ﹤0.01% | 504 |
|
2025
Q1 | $36.4K | Sell |
248
-3
| -1% | -$440 | ﹤0.01% | 535 |
|
2024
Q4 | $41.6K | Buy |
251
+124
| +98% | +$20.6K | ﹤0.01% | 497 |
|
2024
Q3 | $22.5K | Sell |
127
-1,440
| -92% | -$255K | ﹤0.01% | 617 |
|
2024
Q2 | $294K | Sell |
1,567
-266
| -15% | -$49.9K | 0.02% | 197 |
|
2024
Q1 | $355K | Buy |
1,833
+4
| +0.2% | +$774 | 0.03% | 184 |
|
2023
Q4 | $309K | Buy |
1,829
+4
| +0.2% | +$675 | 0.03% | 186 |
|
2023
Q3 | $288K | Buy |
1,825
+9
| +0.5% | +$1.42K | 0.03% | 183 |
|
2023
Q2 | $316K | Buy |
1,816
+8
| +0.4% | +$1.39K | 0.03% | 177 |
|
2023
Q1 | $241K | Buy |
1,808
+7
| +0.4% | +$935 | 0.02% | 196 |
|
2022
Q4 | $260K | Buy |
+1,801
| New | +$260K | 0.03% | 193 |
|
2022
Q2 | – | Sell |
-20
| Closed | -$3K | – | 1863 |
|
2022
Q1 | $3K | Buy |
20
+13
| +186% | +$1.95K | ﹤0.01% | 1278 |
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1460 |
|