JFS Wealth Advisors’s Steelcase SCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-199
| Closed | -$3K | – | 489 |
|
|
2016
Q3 | $3K | Hold |
199
| – | – | ﹤0.01% | 446 |
|
|
2016
Q2 | $3K | Hold |
199
| – | – | ﹤0.01% | 462 |
|
|
2016
Q1 | $3K | Hold |
199
| – | – | ﹤0.01% | 492 |
|
|
2015
Q4 | $3K | Hold |
199
| – | – | ﹤0.01% | 492 |
|
|
2015
Q3 | $4K | Hold |
199
| – | – | ﹤0.01% | 409 |
|
|
2015
Q2 | $4K | Hold |
199
| – | – | ﹤0.01% | 424 |
|
|
2015
Q1 | $4K | Hold |
199
| – | – | ﹤0.01% | 429 |
|
|
2014
Q4 | $4K | Hold |
199
| – | – | ﹤0.01% | 446 |
|
|
2014
Q3 | $3K | Hold |
199
| – | – | ﹤0.01% | 415 |
|
|
2014
Q2 | $3K | Buy |
+199
| New | +$3K | ﹤0.01% | 412 |
|
|
2013
Q4 | – | Sell |
-28,893
| Closed | -$480K | – | 138 |
|
|
2013
Q3 | $480K | Buy |
28,893
+5,520
| +24% | +$91.7K | 0.22% | 64 |
|
|
2013
Q2 | $341K | Buy |
+23,373
| New | +$341K | 0.17% | 80 |
|