JFS Wealth Advisors’s RingCentral RNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709 | Buy |
25
+4
| +19% | +$113 | ﹤0.01% | 1640 |
|
|
2025
Q1 | $520 | Sell |
21
-12
| -36% | -$297 | ﹤0.01% | 1763 |
|
|
2024
Q4 | $1.16K | Hold |
33
| – | – | ﹤0.01% | 1648 |
|
|
2024
Q3 | $1.04K | Buy |
33
+7
| +27% | +$221 | ﹤0.01% | 1686 |
|
|
2024
Q2 | $734 | Buy |
+26
| New | +$734 | ﹤0.01% | 1738 |
|
|
2022
Q3 | – | Sell |
-12
| Closed | -$1K | – | 1899 |
|
|
2022
Q2 | $1K | Buy |
12
+8
| +200% | +$667 | ﹤0.01% | 1622 |
|
|
2022
Q1 | $0 | Buy |
4
+2
| +100% | – | ﹤0.01% | 1943 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1855 |
|