JFS Wealth Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1
| Closed | -$58 | – | 1979 |
|
|
2024
Q4 | $58 | Sell |
1
-20
| -95% | -$1.16K | ﹤0.01% | 1906 |
|
|
2024
Q3 | $1.75K | Sell |
21
-4
| -16% | -$333 | ﹤0.01% | 1545 |
|
|
2024
Q2 | $1.96K | Buy |
25
+2
| +9% | +$157 | ﹤0.01% | 1438 |
|
|
2024
Q1 | $2.3K | Hold |
23
| – | – | ﹤0.01% | 1391 |
|
|
2023
Q4 | $2.18K | Sell |
23
-12
| -34% | -$1.14K | ﹤0.01% | 1394 |
|
|
2023
Q3 | $3.65K | Sell |
35
-3
| -8% | -$312 | ﹤0.01% | 1127 |
|
|
2023
Q2 | $4.6K | Sell |
38
-4
| -10% | -$484 | ﹤0.01% | 1044 |
|
|
2023
Q1 | $4.65K | Buy |
42
+2
| +5% | +$221 | ﹤0.01% | 1014 |
|
|
2022
Q4 | $4.04K | Sell |
40
-6
| -13% | -$606 | ﹤0.01% | 1077 |
|
|
2022
Q3 | $4K | Buy |
46
+12
| +35% | +$1.04K | ﹤0.01% | 1096 |
|
|
2022
Q2 | $3K | Buy |
34
+3
| +10% | +$265 | ﹤0.01% | 1219 |
|
|
2022
Q1 | $3K | Buy |
31
+19
| +158% | +$1.84K | ﹤0.01% | 1296 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1506 |
|
|
2021
Q1 | – | Sell |
-58
| Closed | -$6K | – | 617 |
|
|
2020
Q4 | $6K | Hold |
58
| – | – | ﹤0.01% | 454 |
|
|
2020
Q3 | $5K | Hold |
58
| – | – | ﹤0.01% | 448 |
|
|
2020
Q2 | $5K | Hold |
58
| – | – | ﹤0.01% | 432 |
|
|
2020
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 418 |
|
|
2019
Q4 | $6K | Hold |
58
| – | – | ﹤0.01% | 397 |
|
|
2019
Q3 | $5K | Hold |
58
| – | – | ﹤0.01% | 403 |
|
|
2019
Q2 | $5K | Hold |
58
| – | – | ﹤0.01% | 404 |
|
|
2019
Q1 | $5K | Hold |
58
| – | – | ﹤0.01% | 394 |
|
|
2018
Q4 | $4K | Hold |
58
| – | – | ﹤0.01% | 398 |
|
|
2018
Q3 | $6K | Hold |
58
| – | – | ﹤0.01% | 449 |
|
|
2018
Q2 | $7K | Buy |
+58
| New | +$7K | ﹤0.01% | 394 |
|