JFS Wealth Advisors’s POSCO PKX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1K | Buy |
228
+12
| +6% | +$582 | ﹤0.01% | 835 |
|
|
2025
Q1 | $10.3K | Buy |
216
+65
| +43% | +$3.09K | ﹤0.01% | 875 |
|
|
2024
Q4 | $6.55K | Sell |
151
-137
| -48% | -$5.94K | ﹤0.01% | 1011 |
|
|
2024
Q3 | $20.2K | Sell |
288
-15
| -5% | -$1.05K | ﹤0.01% | 640 |
|
|
2024
Q2 | $19.9K | Sell |
303
-13
| -4% | -$855 | ﹤0.01% | 601 |
|
|
2024
Q1 | $24.8K | Buy |
316
+1
| +0.3% | +$78 | ﹤0.01% | 579 |
|
|
2023
Q4 | $30K | Buy |
315
+12
| +4% | +$1.14K | ﹤0.01% | 497 |
|
|
2023
Q3 | $31.1K | Hold |
303
| – | – | ﹤0.01% | 446 |
|
|
2023
Q2 | $22.4K | Buy |
303
+45
| +17% | +$3.33K | ﹤0.01% | 523 |
|
|
2023
Q1 | $18K | Buy |
258
+78
| +43% | +$5.44K | ﹤0.01% | 562 |
|
|
2022
Q4 | $9.81K | Sell |
180
-565
| -76% | -$30.8K | ﹤0.01% | 720 |
|
|
2022
Q3 | $27K | Buy |
745
+101
| +16% | +$3.66K | ﹤0.01% | 504 |
|
|
2022
Q2 | $29K | Sell |
644
-305
| -32% | -$13.7K | ﹤0.01% | 513 |
|
|
2022
Q1 | $56K | Sell |
949
-253
| -21% | -$14.9K | 0.01% | 403 |
|
|
2021
Q4 | $70K | Buy |
1,202
+101
| +9% | +$5.88K | 0.01% | 367 |
|
|
2021
Q3 | $76K | Buy |
1,101
+63
| +6% | +$4.35K | 0.01% | 359 |
|
|
2021
Q2 | $80K | Sell |
1,038
-115
| -10% | -$8.86K | 0.01% | 238 |
|
|
2021
Q1 | $83K | Hold |
1,153
| – | – | 0.02% | 211 |
|
|
2020
Q4 | $72K | Hold |
1,153
| – | – | 0.02% | 216 |
|
|
2020
Q3 | $48K | Hold |
1,153
| – | – | 0.01% | 244 |
|
|
2020
Q2 | $43K | Buy |
1,153
+240
| +26% | +$8.95K | 0.01% | 244 |
|
|
2020
Q1 | $30K | Hold |
913
| – | – | 0.01% | 250 |
|
|
2019
Q4 | $46K | Hold |
913
| – | – | 0.01% | 248 |
|
|
2019
Q3 | $43K | Buy |
913
+65
| +8% | +$3.06K | 0.01% | 252 |
|
|
2019
Q2 | $45K | Buy |
848
+54
| +7% | +$2.87K | 0.01% | 252 |
|
|
2019
Q1 | $44K | Hold |
794
| – | – | 0.01% | 235 |
|
|
2018
Q4 | $44K | Buy |
794
+136
| +21% | +$7.54K | 0.01% | 235 |
|
|
2018
Q3 | $43K | Hold |
658
| – | – | 0.01% | 257 |
|
|
2018
Q2 | $49K | Hold |
658
| – | – | 0.01% | 245 |
|
|
2018
Q1 | $52K | Sell |
658
-196
| -23% | -$15.5K | 0.01% | 241 |
|
|
2017
Q4 | $67K | Hold |
854
| – | – | 0.02% | 231 |
|
|
2017
Q3 | $59K | Sell |
854
-345
| -29% | -$23.8K | 0.02% | 227 |
|
|
2017
Q2 | $75K | Sell |
1,199
-198
| -14% | -$12.4K | 0.02% | 195 |
|
|
2017
Q1 | $73K | Hold |
1,397
| – | – | 0.02% | 194 |
|
|
2016
Q4 | $73K | Sell |
1,397
-343
| -20% | -$17.9K | 0.02% | 194 |
|
|
2016
Q3 | $89K | Hold |
1,740
| – | – | 0.03% | 187 |
|
|
2016
Q2 | $77K | Sell |
1,740
-60
| -3% | -$2.66K | 0.02% | 217 |
|
|
2016
Q1 | $85K | Hold |
1,800
| – | – | 0.03% | 191 |
|
|
2015
Q4 | $64K | Hold |
1,800
| – | – | 0.02% | 225 |
|
|
2015
Q3 | $63K | Buy |
1,800
+310
| +21% | +$10.9K | 0.03% | 187 |
|
|
2015
Q2 | $73K | Buy |
1,490
+170
| +13% | +$8.33K | 0.04% | 148 |
|
|
2015
Q1 | $72K | Buy |
1,320
+160
| +14% | +$8.73K | 0.03% | 150 |
|
|
2014
Q4 | $74K | Hold |
1,160
| – | – | 0.01% | 145 |
|
|
2014
Q3 | $88K | Sell |
1,160
-70
| -6% | -$5.31K | 0.02% | 136 |
|
|
2014
Q2 | $92K | Buy |
+1,230
| New | +$92K | 0.02% | 132 |
|