JFS Wealth Advisors’s Nasdaq NDAQ Stock Holding History

JFS Wealth Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$540K	Sell	6,034 -18	-0.3%	-$1.61K	0.03%	203
2025 Q1	$459K	Buy	6,052 +12	+0.2%	+$910	0.03%	206
2024 Q4	$467K	Hold	6,040	–	–	0.03%	207
2024 Q3	$441K	Sell	6,040 -8	-0.1%	-$584	0.03%	207
2024 Q2	$364K	Sell	6,048 -3	-0%	-$181	0.03%	174
2024 Q1	$382K	Sell	6,051 -9	-0.1%	-$568	0.03%	175
2023 Q4	$352K	Sell	6,060 -21	-0.3%	-$1.22K	0.03%	167
2023 Q3	$295K	Buy	6,081 +27	+0.4%	+$1.31K	0.03%	181
2023 Q2	$302K	Buy	6,054 +40	+0.7%	+$1.99K	0.03%	179
2023 Q1	$329K	Sell	6,014 -87	-1%	-$4.76K	0.03%	168
2022 Q4	$374K	Hold	6,101	–	–	0.04%	166
2022 Q3	$346K	Buy	6,101 +104	+2%	+$5.9K	0.04%	170
2022 Q2	$305K	Sell	5,997 -63	-1%	-$3.2K	0.03%	174
2022 Q1	$360K	Buy	6,060 +63	+1%	+$3.74K	0.03%	179
2021 Q4	$420K	Buy	5,997 +54	+0.9%	+$3.78K	0.04%	170
2021 Q3	$382K	Hold	5,943	–	–	0.04%	167
2021 Q2	$348K	Hold	5,943	–	–	0.05%	133
2021 Q1	$292K	Hold	5,943	–	–	0.06%	128
2020 Q4	$263K	Buy	5,943 +153	+3%	+$6.77K	0.06%	129
2020 Q3	$237K	Hold	5,790	–	–	0.06%	125
2020 Q2	$231K	Hold	5,790	–	–	0.06%	127
2020 Q1	$183K	Hold	5,790	–	–	0.05%	128
2019 Q4	$207K	Hold	5,790	–	–	0.05%	138
2019 Q3	$192K	Hold	5,790	–	–	0.05%	144
2019 Q2	$186K	Hold	5,790	–	–	0.05%	144
2019 Q1	$169K	Hold	5,790	–	–	0.04%	143
2018 Q4	$157K	Hold	5,790	–	–	0.04%	151
2018 Q3	$166K	Hold	5,790	–	–	0.04%	153
2018 Q2	$176K	Hold	5,790	–	–	0.05%	144
2018 Q1	$166K	Hold	5,790	–	–	0.04%	151
2017 Q4	$148K	Hold	5,790	–	–	0.04%	167
2017 Q3	$150K	Hold	5,790	–	–	0.04%	157
2017 Q2	$138K	Hold	5,790	–	–	0.04%	155
2017 Q1	$130K	Hold	5,790	–	–	0.04%	157
2016 Q4	$130K	Hold	5,790	–	–	0.04%	157
2016 Q3	$130K	Hold	5,790	–	–	0.04%	164
2016 Q2	$125K	Hold	5,790	–	–	0.03%	194
2016 Q1	$128K	Hold	5,790	–	–	0.04%	158
2015 Q4	$112K	Hold	5,790	–	–	0.03%	170
2015 Q3	$103K	Sell	5,790 -123	-2%	-$2.19K	0.05%	148
2015 Q2	$96K	Sell	5,913 -24	-0.4%	-$390	0.05%	127
2015 Q1	$101K	Hold	5,937	–	–	0.05%	129
2014 Q4	$95K	Hold	5,937	–	–	0.02%	130
2014 Q3	$84K	Sell	5,937 -21	-0.4%	-$297	0.01%	138
2014 Q2	$77K	Buy	+5,958	New	+$77K	0.01%	143