JFS Wealth Advisors’s Stagwell STGW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $126 | Sell |
28
-2
| -7% | -$9 | ﹤0.01% | 1801 |
|
2025
Q1 | $182 | Hold |
30
| – | – | ﹤0.01% | 1845 |
|
2024
Q4 | $198 | Hold |
30
| – | – | ﹤0.01% | 1851 |
|
2024
Q3 | $211 | Buy |
30
+1
| +3% | +$7 | ﹤0.01% | 1865 |
|
2024
Q2 | $198 | Hold |
29
| – | – | ﹤0.01% | 1894 |
|
2024
Q1 | $181 | Sell |
29
-1
| -3% | -$6 | ﹤0.01% | 1902 |
|
2023
Q4 | $199 | Buy |
30
+29
| +2,900% | +$192 | ﹤0.01% | 1903 |
|
2023
Q3 | $5 | Sell |
1
-11
| -92% | -$55 | ﹤0.01% | 1968 |
|
2023
Q2 | $87 | Buy |
12
+4
| +50% | +$29 | ﹤0.01% | 1931 |
|
2023
Q1 | $60 | Buy |
+8
| New | +$60 | ﹤0.01% | 1914 |
|