JFS Wealth Advisors’s One Liberty Properties OLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,310
| Closed | -$24.7K | – | 2029 |
|
|
2023
Q3 | $24.7K | Hold |
1,310
| – | – | ﹤0.01% | 496 |
|
|
2023
Q2 | $26.6K | Hold |
1,310
| – | – | ﹤0.01% | 476 |
|
|
2023
Q1 | $30K | Hold |
1,310
| – | – | ﹤0.01% | 445 |
|
|
2022
Q4 | $29.1K | Hold |
1,310
| – | – | ﹤0.01% | 456 |
|
|
2022
Q3 | $28K | Buy |
1,310
+599
| +84% | +$12.8K | ﹤0.01% | 494 |
|
|
2022
Q2 | $18K | Hold |
711
| – | – | ﹤0.01% | 610 |
|
|
2022
Q1 | $22K | Hold |
711
| – | – | ﹤0.01% | 580 |
|
|
2021
Q4 | $25K | Hold |
711
| – | – | ﹤0.01% | 533 |
|
|
2021
Q3 | $22K | Hold |
711
| – | – | ﹤0.01% | 530 |
|
|
2021
Q2 | $20K | Hold |
711
| – | – | ﹤0.01% | 370 |
|
|
2021
Q1 | $16K | Hold |
711
| – | – | ﹤0.01% | 367 |
|
|
2020
Q4 | $14K | Buy |
711
+4
| +0.6% | +$79 | ﹤0.01% | 382 |
|
|
2020
Q3 | $12K | Buy |
707
+7
| +1% | +$119 | ﹤0.01% | 384 |
|
|
2020
Q2 | $12K | Hold |
700
| – | – | ﹤0.01% | 371 |
|
|
2020
Q1 | $10K | Buy |
+700
| New | +$10K | ﹤0.01% | 352 |
|