JFS Wealth Advisors’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14K | Buy |
52
+13
| +33% | +$285 | ﹤0.01% | 1540 |
|
|
2025
Q1 | $752 | Sell |
39
-44
| -53% | -$848 | ﹤0.01% | 1703 |
|
|
2024
Q4 | $1.76K | Sell |
83
-5
| -6% | -$106 | ﹤0.01% | 1528 |
|
|
2024
Q3 | $1.76K | Buy |
88
+30
| +52% | +$600 | ﹤0.01% | 1541 |
|
|
2024
Q2 | $1.08K | Hold |
58
| – | – | ﹤0.01% | 1650 |
|
|
2024
Q1 | $1.28K | Hold |
58
| – | – | ﹤0.01% | 1590 |
|
|
2023
Q4 | $1.3K | Buy |
58
+31
| +115% | +$693 | ﹤0.01% | 1570 |
|
|
2023
Q3 | $581 | Sell |
27
-48
| -64% | -$1.03K | ﹤0.01% | 1719 |
|
|
2023
Q2 | $2.08K | Buy |
75
+20
| +36% | +$553 | ﹤0.01% | 1374 |
|
|
2023
Q1 | $1.78K | Sell |
55
-25
| -31% | -$810 | ﹤0.01% | 1410 |
|
|
2022
Q4 | $2.8K | Hold |
80
| – | – | ﹤0.01% | 1238 |
|
|
2022
Q3 | $3K | Buy |
80
+2
| +3% | +$75 | ﹤0.01% | 1218 |
|
|
2022
Q2 | $3K | Sell |
78
-10
| -11% | -$385 | ﹤0.01% | 1220 |
|
|
2022
Q1 | $3K | Buy |
88
+44
| +100% | +$1.5K | ﹤0.01% | 1297 |
|
|
2021
Q4 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 1135 |
|