JFS Wealth Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $32.9K | Hold |
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|
2025
Q2 | $33.5K | Sell |
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|
2025
Q1 | $34.5K | Hold |
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|
2024
Q4 | $36.6K | Hold |
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|
2024
Q3 | $35.6K | Sell |
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|
2024
Q2 | $83.3K | Sell |
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|
2024
Q1 | $98.4K | Buy |
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|
2023
Q4 | $99.1K | Buy |
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|
2023
Q3 | $69.8K | Hold |
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|
2023
Q2 | $63.7K | Sell |
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|
2023
Q1 | $77.4K | Sell |
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|
2022
Q4 | $64.7K | Buy |
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|
2022
Q3 | $57K | Buy |
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|
2022
Q2 | $55K | Buy |
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|
2022
Q1 | $62K | Buy |
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|
2021
Q4 | $72K | Buy |
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