JFS Wealth Advisors’s Resideo Technologies REZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71K | Buy |
123
+67
| +120% | +$1.48K | ﹤0.01% | 1303 |
|
|
2025
Q1 | $992 | Sell |
56
-34
| -38% | -$602 | ﹤0.01% | 1645 |
|
|
2024
Q4 | $2.08K | Buy |
90
+28
| +45% | +$646 | ﹤0.01% | 1462 |
|
|
2024
Q3 | $1.25K | Sell |
62
-32
| -34% | -$645 | ﹤0.01% | 1648 |
|
|
2024
Q2 | $1.84K | Hold |
94
| – | – | ﹤0.01% | 1464 |
|
|
2024
Q1 | $2.11K | Buy |
94
+42
| +81% | +$942 | ﹤0.01% | 1422 |
|
|
2023
Q4 | $979 | Sell |
52
-50
| -49% | -$941 | ﹤0.01% | 1664 |
|
|
2023
Q3 | $1.61K | Sell |
102
-31
| -23% | -$490 | ﹤0.01% | 1447 |
|
|
2023
Q2 | $2.35K | Buy |
133
+17
| +15% | +$300 | ﹤0.01% | 1319 |
|
|
2023
Q1 | $2.12K | Sell |
116
-533
| -82% | -$9.75K | ﹤0.01% | 1335 |
|
|
2022
Q4 | $10.7K | Buy |
649
+63
| +11% | +$1.04K | ﹤0.01% | 682 |
|
|
2022
Q3 | $11K | Sell |
586
-80
| -12% | -$1.5K | ﹤0.01% | 704 |
|
|
2022
Q2 | $13K | Sell |
666
-546
| -45% | -$10.7K | ﹤0.01% | 702 |
|
|
2022
Q1 | $29K | Buy |
1,212
+58
| +5% | +$1.39K | ﹤0.01% | 530 |
|
|
2021
Q4 | $30K | Buy |
1,154
+39
| +3% | +$1.01K | ﹤0.01% | 500 |
|
|
2021
Q3 | $28K | Buy |
1,115
+1,099
| +6,869% | +$27.6K | ﹤0.01% | 495 |
|
|
2021
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 630 |
|
|
2021
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 618 |
|
|
2020
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 616 |
|
|
2020
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 591 |
|
|
2020
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 567 |
|
|
2020
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 559 |
|
|
2019
Q4 | $0 | Sell |
16
-77
| -83% | – | ﹤0.01% | 542 |
|
|
2019
Q3 | $1K | Sell |
93
-158
| -63% | -$1.7K | ﹤0.01% | 494 |
|
|
2019
Q2 | $6K | Hold |
251
| – | – | ﹤0.01% | 397 |
|
|
2019
Q1 | $5K | Hold |
251
| – | – | ﹤0.01% | 395 |
|
|
2018
Q4 | $5K | Buy |
+251
| New | +$5K | ﹤0.01% | 391 |
|