JFS Wealth Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5K | Sell |
58
-3
| -5% | -$1.73K | ﹤0.01% | 549 |
|
|
2025
Q1 | $34.5K | Hold |
61
| – | – | ﹤0.01% | 544 |
|
|
2024
Q4 | $36.6K | Hold |
61
| – | – | ﹤0.01% | 517 |
|
|
2024
Q3 | $35.6K | Sell |
61
-112
| -65% | -$65.3K | ﹤0.01% | 524 |
|
|
2024
Q2 | $83.3K | Sell |
173
-3
| -2% | -$1.45K | 0.01% | 341 |
|
|
2024
Q1 | $98.4K | Buy |
176
+1
| +0.6% | +$559 | 0.01% | 316 |
|
|
2023
Q4 | $99.1K | Buy |
175
+39
| +29% | +$22.1K | 0.01% | 304 |
|
|
2023
Q3 | $69.8K | Hold |
136
| – | – | 0.01% | 332 |
|
|
2023
Q2 | $63.7K | Sell |
136
-2
| -1% | -$936 | 0.01% | 341 |
|
|
2023
Q1 | $77.4K | Sell |
138
-1
| -0.7% | -$561 | 0.01% | 313 |
|
|
2022
Q4 | $64.7K | Buy |
139
+4
| +3% | +$1.86K | 0.01% | 334 |
|
|
2022
Q3 | $57K | Buy |
135
+1
| +0.7% | +$422 | 0.01% | 358 |
|
|
2022
Q2 | $55K | Buy |
134
+11
| +9% | +$4.52K | 0.01% | 378 |
|
|
2022
Q1 | $62K | Buy |
123
+6
| +5% | +$3.02K | 0.01% | 377 |
|
|
2021
Q4 | $72K | Buy |
+117
| New | +$72K | 0.01% | 360 |
|