JFS Wealth Advisors’s Strategy Inc Common Stock Class A MSTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.62K | Buy |
4
+2
| +100% | +$809 | ﹤0.01% | 1446 |
|
2025
Q1 | $577 | Buy |
+2
| New | +$577 | ﹤0.01% | 1751 |
|
2023
Q2 | – | Sell |
-50
| Closed | -$1.46K | – | 2004 |
|
2023
Q1 | $1.46K | Buy |
+50
| New | +$1.46K | ﹤0.01% | 1471 |
|
2022
Q4 | – | Sell |
-20
| Closed | – | – | 1981 |
|
2022
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 1855 |
|
2022
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 1866 |
|
2022
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1686 |
|