JFS Wealth Advisors’s Select Medical SEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.26K | Hold |
83
| – | – | ﹤0.01% | 1515 |
|
2025
Q1 | $1.39K | Sell |
83
-10
| -11% | -$167 | ﹤0.01% | 1582 |
|
2024
Q4 | $1.75K | Sell |
93
-61
| -40% | -$1.15K | ﹤0.01% | 1531 |
|
2024
Q3 | $2.9K | Buy |
154
+6
| +4% | +$113 | ﹤0.01% | 1335 |
|
2024
Q2 | $2.81K | Hold |
148
| – | – | ﹤0.01% | 1302 |
|
2024
Q1 | $2.41K | Sell |
148
-4
| -3% | -$65 | ﹤0.01% | 1376 |
|
2023
Q4 | $1.93K | Sell |
152
-56
| -27% | -$710 | ﹤0.01% | 1456 |
|
2023
Q3 | $2.83K | Hold |
208
| – | – | ﹤0.01% | 1228 |
|
2023
Q2 | $3.57K | Hold |
208
| – | – | ﹤0.01% | 1160 |
|
2023
Q1 | $2.9K | Sell |
208
-2
| -1% | -$28 | ﹤0.01% | 1218 |
|
2022
Q4 | $2.81K | Sell |
210
-3
| -1% | -$40 | ﹤0.01% | 1236 |
|
2022
Q3 | $3K | Buy |
213
+115
| +117% | +$1.62K | ﹤0.01% | 1235 |
|
2022
Q2 | $1K | Sell |
98
-43
| -30% | -$439 | ﹤0.01% | 1631 |
|
2022
Q1 | $2K | Buy |
141
+85
| +152% | +$1.21K | ﹤0.01% | 1487 |
|
2021
Q4 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 1542 |
|
2014
Q1 | – | Sell |
-112,836
| Closed | -$706K | – | 129 |
|
2013
Q4 | $706K | Buy |
+112,836
| New | +$706K | 0.31% | 50 |
|