JFS Wealth Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.9K | Sell |
144
-9
| -6% | -$4.75K | ﹤0.01% | 410 |
|
|
2025
Q1 | $77.7K | Sell |
153
-10
| -6% | -$5.08K | 0.01% | 398 |
|
|
2024
Q4 | $81.2K | Sell |
163
-32
| -16% | -$15.9K | 0.01% | 387 |
|
|
2024
Q3 | $101K | Buy |
195
+1
| +0.5% | +$517 | 0.01% | 365 |
|
|
2024
Q2 | $86.5K | Sell |
194
-57
| -23% | -$25.4K | 0.01% | 330 |
|
|
2024
Q1 | $107K | Buy |
251
+48
| +24% | +$20.4K | 0.01% | 309 |
|
|
2023
Q4 | $89.4K | Buy |
203
+37
| +22% | +$16.3K | 0.01% | 324 |
|
|
2023
Q3 | $60.7K | Buy |
166
+64
| +63% | +$23.4K | 0.01% | 349 |
|
|
2023
Q2 | $40.9K | Hold |
102
| – | – | ﹤0.01% | 400 |
|
|
2023
Q1 | $35.2K | Buy |
102
+2
| +2% | +$690 | ﹤0.01% | 421 |
|
|
2022
Q4 | $33.5K | Sell |
100
-18
| -15% | -$6.03K | ﹤0.01% | 428 |
|
|
2022
Q3 | $36K | Sell |
118
-16
| -12% | -$4.88K | ﹤0.01% | 447 |
|
|
2022
Q2 | $45K | Sell |
134
-20
| -13% | -$6.72K | ﹤0.01% | 413 |
|
|
2022
Q1 | $63K | Buy |
154
+8
| +5% | +$3.27K | 0.01% | 373 |
|
|
2021
Q4 | $69K | Hold |
146
| – | – | 0.01% | 370 |
|
|
2021
Q3 | $62K | Buy |
+146
| New | +$62K | 0.01% | 384 |
|