JFS Wealth Advisors’s SPS Commerce SPSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1
| Closed | -$184 | – | 1990 |
|
|
2024
Q4 | $184 | Hold |
1
| – | – | ﹤0.01% | 1853 |
|
|
2024
Q3 | $195 | Hold |
1
| – | – | ﹤0.01% | 1868 |
|
|
2024
Q2 | $189 | Hold |
1
| – | – | ﹤0.01% | 1897 |
|
|
2024
Q1 | $185 | Hold |
1
| – | – | ﹤0.01% | 1900 |
|
|
2023
Q4 | $194 | Sell |
1
-1
| -50% | -$194 | ﹤0.01% | 1908 |
|
|
2023
Q3 | $342 | Buy |
2
+1
| +100% | +$171 | ﹤0.01% | 1799 |
|
|
2023
Q2 | $193 | Buy |
+1
| New | +$193 | ﹤0.01% | 1879 |
|
|
2022
Q2 | – | Sell |
-12
| Closed | -$2K | – | 1927 |
|
|
2022
Q1 | $2K | Buy |
12
+6
| +100% | +$1K | ﹤0.01% | 1494 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1560 |
|