JFS Wealth Advisors’s Petrobras Class A PBR.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,446
| Closed | -$104K | – | 1886 |
|
|
2022
Q1 | $104K | Sell |
7,446
-1,956
| -21% | -$27.3K | 0.01% | 298 |
|
|
2021
Q4 | $95K | Buy |
9,402
+331
| +4% | +$3.35K | 0.01% | 314 |
|
|
2021
Q3 | $91K | Hold |
9,071
| – | – | 0.01% | 325 |
|
|
2021
Q2 | $107K | Hold |
9,071
| – | – | 0.02% | 211 |
|
|
2021
Q1 | $77K | Buy |
9,071
+374
| +4% | +$3.18K | 0.02% | 214 |
|
|
2020
Q4 | $96K | Hold |
8,697
| – | – | 0.02% | 196 |
|
|
2020
Q3 | $61K | Hold |
8,697
| – | – | 0.01% | 211 |
|
|
2020
Q2 | $69K | Buy |
8,697
+563
| +7% | +$4.47K | 0.02% | 208 |
|
|
2020
Q1 | $44K | Buy |
8,134
+4,818
| +145% | +$26.1K | 0.01% | 227 |
|
|
2019
Q4 | $49K | Hold |
3,316
| – | – | 0.01% | 244 |
|
|
2019
Q3 | $44K | Hold |
3,316
| – | – | 0.01% | 247 |
|
|
2019
Q2 | $47K | Buy |
3,316
+608
| +22% | +$8.62K | 0.01% | 245 |
|
|
2019
Q1 | $39K | Sell |
2,708
-971
| -26% | -$14K | 0.01% | 243 |
|
|
2018
Q4 | $43K | Sell |
3,679
-3,530
| -49% | -$41.3K | 0.01% | 237 |
|
|
2018
Q3 | $75K | Hold |
7,209
| – | – | 0.02% | 218 |
|
|
2018
Q2 | $64K | Sell |
7,209
-832
| -10% | -$7.39K | 0.02% | 227 |
|
|
2018
Q1 | $104K | Sell |
8,041
-517
| -6% | -$6.69K | 0.03% | 192 |
|
|
2017
Q4 | $84K | Hold |
8,558
| – | – | 0.02% | 211 |
|
|
2017
Q3 | $83K | Hold |
8,558
| – | – | 0.02% | 197 |
|
|
2017
Q2 | $64K | Buy |
8,558
+1,555
| +22% | +$11.6K | 0.02% | 203 |
|
|
2017
Q1 | $62K | Hold |
7,003
| – | – | 0.02% | 206 |
|
|
2016
Q4 | $62K | Sell |
7,003
-1,249
| -15% | -$11.1K | 0.02% | 206 |
|
|
2016
Q3 | $69K | Sell |
8,252
-468
| -5% | -$3.91K | 0.02% | 209 |
|
|
2016
Q2 | $51K | Sell |
8,720
-9,746
| -53% | -$57K | 0.01% | 255 |
|
|
2016
Q1 | $84K | Sell |
18,466
-6,624
| -26% | -$30.1K | 0.02% | 192 |
|
|
2015
Q4 | $85K | Hold |
25,090
| – | – | 0.02% | 192 |
|
|
2015
Q3 | $92K | Buy |
+25,090
| New | +$92K | 0.04% | 162 |
|
|
2015
Q2 | – | Sell |
-18,560
| Closed | -$113K | – | 520 |
|
|
2015
Q1 | $113K | Buy |
+18,560
| New | +$113K | 0.05% | 124 |
|