JFS Wealth Advisors’s Pricesmart PSMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05K | Buy |
29
+5
| +21% | +$525 | ﹤0.01% | 1265 |
|
|
2025
Q1 | $2.11K | Hold |
24
| – | – | ﹤0.01% | 1448 |
|
|
2024
Q4 | $2.21K | Hold |
24
| – | – | ﹤0.01% | 1435 |
|
|
2024
Q3 | $2.2K | Buy |
24
+1
| +4% | +$92 | ﹤0.01% | 1444 |
|
|
2024
Q2 | $1.87K | Hold |
23
| – | – | ﹤0.01% | 1457 |
|
|
2024
Q1 | $1.93K | Buy |
23
+2
| +10% | +$168 | ﹤0.01% | 1454 |
|
|
2023
Q4 | $1.59K | Sell |
21
-2
| -9% | -$152 | ﹤0.01% | 1522 |
|
|
2023
Q3 | $1.71K | Hold |
23
| – | – | ﹤0.01% | 1422 |
|
|
2023
Q2 | $1.7K | Buy |
23
+1
| +5% | +$74 | ﹤0.01% | 1440 |
|
|
2023
Q1 | $1.57K | Buy |
22
+4
| +22% | +$286 | ﹤0.01% | 1451 |
|
|
2022
Q4 | $1.09K | Buy |
18
+16
| +800% | +$972 | ﹤0.01% | 1574 |
|
|
2022
Q3 | $0 | Sell |
2
-21
| -91% | – | ﹤0.01% | 1885 |
|
|
2022
Q2 | $2K | Buy |
23
+6
| +35% | +$522 | ﹤0.01% | 1372 |
|
|
2022
Q1 | $1K | Buy |
17
+9
| +113% | +$529 | ﹤0.01% | 1711 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1518 |
|