JFS Wealth Advisors’s Telecom Italia TI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,530
| Closed | -$42K | – | 550 |
|
|
2019
Q2 | $42K | Buy |
7,530
+2,741
| +57% | +$15.3K | 0.01% | 254 |
|
|
2019
Q1 | $30K | Hold |
4,789
| – | – | 0.01% | 259 |
|
|
2018
Q4 | $27K | Hold |
4,789
| – | – | 0.01% | 264 |
|
|
2018
Q3 | $29K | Hold |
4,789
| – | – | 0.01% | 285 |
|
|
2018
Q2 | $35K | Hold |
4,789
| – | – | 0.01% | 269 |
|
|
2018
Q1 | $46K | Hold |
4,789
| – | – | 0.01% | 253 |
|
|
2017
Q4 | $41K | Hold |
4,789
| – | – | 0.01% | 266 |
|
|
2017
Q3 | $45K | Hold |
4,789
| – | – | 0.01% | 253 |
|
|
2017
Q2 | $45K | Sell |
4,789
-60
| -1% | -$564 | 0.01% | 228 |
|
|
2017
Q1 | $43K | Hold |
4,849
| – | – | 0.01% | 236 |
|
|
2016
Q4 | $43K | Hold |
4,849
| – | – | 0.01% | 236 |
|
|
2016
Q3 | $40K | Hold |
4,849
| – | – | 0.01% | 262 |
|
|
2016
Q2 | $40K | Hold |
4,849
| – | – | 0.01% | 278 |
|
|
2016
Q1 | $52K | Hold |
4,849
| – | – | 0.02% | 235 |
|
|
2015
Q4 | $61K | Hold |
4,849
| – | – | 0.02% | 231 |
|
|
2015
Q3 | $60K | Hold |
4,849
| – | – | 0.03% | 198 |
|
|
2015
Q2 | $62K | Sell |
4,849
-2,950
| -38% | -$37.7K | 0.03% | 166 |
|
|
2015
Q1 | $91K | Hold |
7,799
| – | – | 0.04% | 134 |
|
|
2014
Q4 | $82K | Sell |
7,799
-1,420
| -15% | -$14.9K | 0.01% | 139 |
|
|
2014
Q3 | $105K | Hold |
9,219
| – | – | 0.02% | 123 |
|
|
2014
Q2 | $116K | Buy |
+9,219
| New | +$116K | 0.02% | 116 |
|
|
2014
Q1 | – | Sell |
-12,005
| Closed | -$120K | – | 136 |
|
|
2013
Q4 | $120K | Sell |
12,005
-2,156
| -15% | -$21.6K | 0.05% | 126 |
|
|
2013
Q3 | $115K | Buy |
14,161
+1,651
| +13% | +$13.4K | 0.05% | 121 |
|
|
2013
Q2 | $86.9K | Buy |
+12,510
| New | +$86.9K | 0.04% | 111 |
|