JFS Wealth Advisors’s PLDT PHI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $740 | Sell |
34
-61
| -64% | -$1.33K | ﹤0.01% | 1631 |
|
2025
Q1 | $2.08K | Buy |
95
+17
| +22% | +$372 | ﹤0.01% | 1454 |
|
2024
Q4 | $1.73K | Sell |
78
-33
| -30% | -$731 | ﹤0.01% | 1534 |
|
2024
Q3 | $2.98K | Hold |
111
| – | – | ﹤0.01% | 1320 |
|
2024
Q2 | $2.73K | Sell |
111
-10
| -8% | -$246 | ﹤0.01% | 1317 |
|
2024
Q1 | $2.98K | Buy |
121
+4
| +3% | +$99 | ﹤0.01% | 1298 |
|
2023
Q4 | $2.74K | Buy |
117
+38
| +48% | +$891 | ﹤0.01% | 1297 |
|
2023
Q3 | $1.63K | Sell |
79
-34
| -30% | -$703 | ﹤0.01% | 1441 |
|
2023
Q2 | $2.64K | Sell |
113
-10
| -8% | -$234 | ﹤0.01% | 1279 |
|
2023
Q1 | $3.11K | Hold |
123
| – | – | ﹤0.01% | 1190 |
|
2022
Q4 | $2.8K | Buy |
+123
| New | +$2.8K | ﹤0.01% | 1237 |
|
2022
Q3 | – | Sell |
-199
| Closed | -$6K | – | 1876 |
|
2022
Q2 | $6K | Sell |
199
-32
| -14% | -$965 | ﹤0.01% | 951 |
|
2022
Q1 | $8K | Buy |
231
+188
| +437% | +$6.51K | ﹤0.01% | 878 |
|
2021
Q4 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 1134 |
|