JFS Wealth Advisors’s St Jude Medical STJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,751
| Closed | -$221K | – | 480 |
|
|
2017
Q1 | $221K | Hold |
2,751
| – | – | 0.06% | 117 |
|
|
2016
Q4 | $221K | Hold |
2,751
| – | – | 0.06% | 117 |
|
|
2016
Q3 | $219K | Hold |
2,751
| – | – | 0.06% | 122 |
|
|
2016
Q2 | $215K | Sell |
2,751
-28
| -1% | -$2.19K | 0.06% | 148 |
|
|
2016
Q1 | $153K | Buy |
2,779
+28
| +1% | +$1.54K | 0.05% | 151 |
|
|
2015
Q4 | $170K | Sell |
2,751
-317
| -10% | -$19.6K | 0.05% | 148 |
|
|
2015
Q3 | $194K | Hold |
3,068
| – | – | 0.09% | 104 |
|
|
2015
Q2 | $224K | Sell |
3,068
-15
| -0.5% | -$1.1K | 0.12% | 83 |
|
|
2015
Q1 | $202K | Sell |
3,083
-12
| -0.4% | -$786 | 0.09% | 89 |
|
|
2014
Q4 | $201K | Buy |
3,095
+27
| +0.9% | +$1.75K | 0.03% | 87 |
|
|
2014
Q3 | $184K | Sell |
3,068
-13
| -0.4% | -$780 | 0.03% | 84 |
|
|
2014
Q2 | $213K | Hold |
3,081
| – | – | 0.04% | 83 |
|
|
2014
Q1 | $201K | Buy |
+3,081
| New | +$201K | 0.11% | 109 |
|
|
2013
Q3 | – | Sell |
-6,703
| Closed | -$306K | – | 132 |
|
|
2013
Q2 | $306K | Buy |
+6,703
| New | +$306K | 0.15% | 89 |
|