JFS Wealth Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $534K | Hold |
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|
2025
Q2 | $540K | Sell |
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|
2025
Q1 | $459K | Buy |
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|
2024
Q4 | $467K | Hold |
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|
2024
Q3 | $441K | Sell |
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|
2024
Q2 | $364K | Sell |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $295K | Buy |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $374K | Hold |
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|
2022
Q3 | $346K | Buy |
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|
2022
Q2 | $305K | Sell |
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|
2022
Q1 | $360K | Buy |
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|
2021
Q4 | $420K | Buy |
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|
2021
Q3 | $382K | Hold |
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|
2021
Q2 | $348K | Hold |
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|
2021
Q1 | $292K | Hold |
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|
2020
Q4 | $263K | Buy |
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|
2020
Q3 | $237K | Hold |
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|
2020
Q2 | $231K | Hold |
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|
2020
Q1 | $183K | Hold |
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|
2019
Q4 | $207K | Hold |
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|
2019
Q3 | $192K | Hold |
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|
2019
Q2 | $186K | Hold |
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|
2019
Q1 | $169K | Hold |
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|
2018
Q4 | $157K | Hold |
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|
2018
Q3 | $166K | Hold |
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|
2018
Q2 | $176K | Hold |
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|
2018
Q1 | $166K | Hold |
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|
2017
Q4 | $148K | Hold |
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|
2017
Q3 | $150K | Hold |
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|
2017
Q2 | $138K | Hold |
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|
2017
Q1 | $130K | Hold |
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|
2016
Q4 | $130K | Hold |
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|
2016
Q3 | $130K | Hold |
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|
2016
Q2 | $125K | Hold |
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|
2016
Q1 | $128K | Hold |
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|
2015
Q4 | $112K | Hold |
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|
2015
Q3 | $103K | Sell |
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|
2015
Q2 | $96K | Sell |
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|
2015
Q1 | $101K | Hold |
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|
2014
Q4 | $95K | Hold |
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|
2014
Q3 | $84K | Sell |
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|
2014
Q2 | $77K | Buy |
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