JWA
JFS Wealth Advisors’s TIM SA TIMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53K | Hold |
76
| – | – | ﹤0.01% | 1462 |
|
|
2025
Q1 | $1.19K | Hold |
76
| – | – | ﹤0.01% | 1613 |
|
|
2024
Q4 | $894 | Sell |
76
-5
| -6% | -$59 | ﹤0.01% | 1692 |
|
|
2024
Q3 | $1.4K | Hold |
81
| – | – | ﹤0.01% | 1608 |
|
|
2024
Q2 | $1.16K | Hold |
81
| – | – | ﹤0.01% | 1635 |
|
|
2024
Q1 | $1.44K | Hold |
81
| – | – | ﹤0.01% | 1555 |
|
|
2023
Q4 | $1.5K | Hold |
81
| – | – | ﹤0.01% | 1535 |
|
|
2023
Q3 | $1.21K | Buy |
81
+5
| +7% | +$75 | ﹤0.01% | 1540 |
|
|
2023
Q2 | $1.16K | Hold |
76
| – | – | ﹤0.01% | 1560 |
|
|
2023
Q1 | $940 | Hold |
76
| – | – | ﹤0.01% | 1600 |
|
|
2022
Q4 | $885 | Sell |
76
-11
| -13% | -$128 | ﹤0.01% | 1631 |
|
|
2022
Q3 | $1K | Buy |
87
+61
| +235% | +$701 | ﹤0.01% | 1661 |
|
|
2022
Q2 | $0 | Hold |
26
| – | – | ﹤0.01% | 1933 |
|
|
2022
Q1 | $0 | Sell |
26
-1,138
| -98% | – | ﹤0.01% | 1963 |
|
|
2021
Q4 | $14K | Hold |
1,164
| – | – | ﹤0.01% | 639 |
|
|
2021
Q3 | $13K | Hold |
1,164
| – | – | ﹤0.01% | 610 |
|
|
2021
Q2 | $13K | Hold |
1,164
| – | – | ﹤0.01% | 418 |
|
|
2021
Q1 | $13K | Buy |
1,164
+668
| +135% | +$7.46K | ﹤0.01% | 396 |
|
|
2020
Q4 | $7K | Hold |
496
| – | – | ﹤0.01% | 447 |
|
|
2020
Q3 | $6K | Buy |
+496
| New | +$6K | ﹤0.01% | 433 |
|
|
2017
Q3 | – | Sell |
-2,726
| Closed | -$40K | – | 459 |
|
|
2017
Q2 | $40K | Sell |
2,726
-2,214
| -45% | -$32.5K | 0.01% | 239 |
|
|
2017
Q1 | $58K | Hold |
4,940
| – | – | 0.02% | 212 |
|
|
2016
Q4 | $58K | Sell |
4,940
-21
| -0.4% | -$247 | 0.02% | 212 |
|
|
2016
Q3 | $61K | Hold |
4,961
| – | – | 0.02% | 222 |
|
|
2016
Q2 | $52K | Hold |
4,961
| – | – | 0.01% | 252 |
|
|
2016
Q1 | $55K | Hold |
4,961
| – | – | 0.02% | 226 |
|
|
2015
Q4 | $42K | Buy |
4,961
+240
| +5% | +$2.03K | 0.01% | 264 |
|
|
2015
Q3 | $45K | Buy |
4,721
+1,420
| +43% | +$13.5K | 0.02% | 220 |
|
|
2015
Q2 | $54K | Hold |
3,301
| – | – | 0.03% | 178 |
|
|
2015
Q1 | $55K | Hold |
3,301
| – | – | 0.03% | 175 |
|
|
2014
Q4 | $73K | Hold |
3,301
| – | – | 0.01% | 148 |
|
|
2014
Q3 | $86K | Sell |
3,301
-260
| -7% | -$6.77K | 0.02% | 137 |
|
|
2014
Q2 | $103K | Buy |
+3,561
| New | +$103K | 0.02% | 127 |
|