JFS Wealth Advisors’s S&T Bancorp STBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-437
| Closed | -$11.8K | – | 2039 |
|
|
2023
Q3 | $11.8K | Hold |
437
| – | – | ﹤0.01% | 671 |
|
|
2023
Q2 | $11.9K | Hold |
437
| – | – | ﹤0.01% | 681 |
|
|
2023
Q1 | $13.7K | Hold |
437
| – | – | ﹤0.01% | 615 |
|
|
2022
Q4 | $14.9K | Hold |
437
| – | – | ﹤0.01% | 591 |
|
|
2022
Q3 | $13K | Hold |
437
| – | – | ﹤0.01% | 662 |
|
|
2022
Q2 | $12K | Hold |
437
| – | – | ﹤0.01% | 719 |
|
|
2022
Q1 | $13K | Sell |
437
-437
| -50% | -$13K | ﹤0.01% | 717 |
|
|
2021
Q4 | $28K | Buy |
+874
| New | +$28K | ﹤0.01% | 513 |
|
|
2021
Q2 | – | Sell |
-1,313
| Closed | -$44K | – | 636 |
|
|
2021
Q1 | $44K | Hold |
1,313
| – | – | 0.01% | 262 |
|
|
2020
Q4 | $33K | Hold |
1,313
| – | – | 0.01% | 282 |
|
|
2020
Q3 | $23K | Hold |
1,313
| – | – | 0.01% | 303 |
|
|
2020
Q2 | $31K | Buy |
+1,313
| New | +$31K | 0.01% | 270 |
|