JFS Wealth Advisors’s Orange ORAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,004
| Closed | -$10K | – | 2028 |
|
|
2024
Q2 | $10K | Sell |
1,004
-212
| -17% | -$2.12K | ﹤0.01% | 797 |
|
|
2024
Q1 | $14.3K | Buy |
1,216
+1
| +0.1% | +$12 | ﹤0.01% | 704 |
|
|
2023
Q4 | $13.9K | Buy |
1,215
+42
| +4% | +$480 | ﹤0.01% | 683 |
|
|
2023
Q3 | $13.5K | Sell |
1,173
-3
| -0.3% | -$34 | ﹤0.01% | 631 |
|
|
2023
Q2 | $13.7K | Sell |
1,176
-95
| -7% | -$1.11K | ﹤0.01% | 628 |
|
|
2023
Q1 | $15.2K | Buy |
1,271
+110
| +9% | +$1.31K | ﹤0.01% | 593 |
|
|
2022
Q4 | $11.5K | Buy |
1,161
+369
| +47% | +$3.65K | ﹤0.01% | 659 |
|
|
2022
Q3 | $7K | Sell |
792
-1,205
| -60% | -$10.7K | ﹤0.01% | 887 |
|
|
2022
Q2 | $24K | Buy |
1,997
+163
| +9% | +$1.96K | ﹤0.01% | 553 |
|
|
2022
Q1 | $22K | Sell |
1,834
-299
| -14% | -$3.59K | ﹤0.01% | 585 |
|
|
2021
Q4 | $23K | Buy |
2,133
+350
| +20% | +$3.77K | ﹤0.01% | 543 |
|
|
2021
Q3 | $19K | Hold |
1,783
| – | – | ﹤0.01% | 553 |
|
|
2021
Q2 | $20K | Buy |
1,783
+301
| +20% | +$3.38K | ﹤0.01% | 372 |
|
|
2021
Q1 | $18K | Buy |
1,482
+258
| +21% | +$3.13K | ﹤0.01% | 354 |
|
|
2020
Q4 | $15K | Buy |
1,224
+22
| +2% | +$270 | ﹤0.01% | 372 |
|
|
2020
Q3 | $12K | Hold |
1,202
| – | – | ﹤0.01% | 386 |
|
|
2020
Q2 | $14K | Hold |
1,202
| – | – | ﹤0.01% | 353 |
|
|
2020
Q1 | $15K | Sell |
1,202
-15
| -1% | -$187 | ﹤0.01% | 300 |
|
|
2019
Q4 | $18K | Hold |
1,217
| – | – | ﹤0.01% | 321 |
|
|
2019
Q3 | $19K | Hold |
1,217
| – | – | ﹤0.01% | 310 |
|
|
2019
Q2 | $19K | Sell |
1,217
-139
| -10% | -$2.17K | ﹤0.01% | 313 |
|
|
2019
Q1 | $22K | Hold |
1,356
| – | – | 0.01% | 291 |
|
|
2018
Q4 | $22K | Hold |
1,356
| – | – | 0.01% | 282 |
|
|
2018
Q3 | $22K | Hold |
1,356
| – | – | 0.01% | 317 |
|
|
2018
Q2 | $23K | Sell |
1,356
-243
| -15% | -$4.12K | 0.01% | 301 |
|
|
2018
Q1 | $27K | Buy |
1,599
+125
| +8% | +$2.11K | 0.01% | 292 |
|
|
2017
Q4 | $26K | Buy |
1,474
+243
| +20% | +$4.29K | 0.01% | 301 |
|
|
2017
Q3 | $20K | Hold |
1,231
| – | – | 0.01% | 325 |
|
|
2017
Q2 | $20K | Sell |
1,231
-16
| -1% | -$260 | 0.01% | 302 |
|
|
2017
Q1 | $19K | Hold |
1,247
| – | – | 0.01% | 312 |
|
|
2016
Q4 | $19K | Sell |
1,247
-34
| -3% | -$518 | 0.01% | 312 |
|
|
2016
Q3 | $20K | Buy |
1,281
+171
| +15% | +$2.67K | 0.01% | 325 |
|
|
2016
Q2 | $18K | Buy |
1,110
+171
| +18% | +$2.77K | 0.01% | 341 |
|
|
2016
Q1 | $16K | Sell |
939
-143
| -13% | -$2.44K | ﹤0.01% | 352 |
|
|
2015
Q4 | $18K | Hold |
1,082
| – | – | 0.01% | 335 |
|
|
2015
Q3 | $16K | Buy |
1,082
+440
| +69% | +$6.51K | 0.01% | 294 |
|
|
2015
Q2 | $10K | Hold |
642
| – | – | 0.01% | 365 |
|
|
2015
Q1 | $10K | Hold |
642
| – | – | ﹤0.01% | 363 |
|
|
2014
Q4 | $11K | Hold |
642
| – | – | ﹤0.01% | 365 |
|
|
2014
Q3 | $9K | Hold |
642
| – | – | ﹤0.01% | 346 |
|
|
2014
Q2 | $10K | Buy |
+642
| New | +$10K | ﹤0.01% | 334 |
|