JFS Wealth Advisors’s TriNet TNET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83K | Buy |
25
+7
| +39% | +$512 | ﹤0.01% | 1414 |
|
|
2025
Q1 | $1.43K | Sell |
18
-10
| -36% | -$793 | ﹤0.01% | 1576 |
|
|
2024
Q4 | $2.54K | Sell |
28
-2
| -7% | -$182 | ﹤0.01% | 1382 |
|
|
2024
Q3 | $2.91K | Sell |
30
-2
| -6% | -$194 | ﹤0.01% | 1334 |
|
|
2024
Q2 | $3.2K | Sell |
32
-8
| -20% | -$800 | ﹤0.01% | 1244 |
|
|
2024
Q1 | $5.3K | Hold |
40
| – | – | ﹤0.01% | 1074 |
|
|
2023
Q4 | $4.76K | Sell |
40
-3
| -7% | -$357 | ﹤0.01% | 1079 |
|
|
2023
Q3 | $5.01K | Buy |
43
+4
| +10% | +$466 | ﹤0.01% | 992 |
|
|
2023
Q2 | $3.7K | Buy |
39
+10
| +34% | +$950 | ﹤0.01% | 1140 |
|
|
2023
Q1 | $2.34K | Sell |
29
-3
| -9% | -$242 | ﹤0.01% | 1295 |
|
|
2022
Q4 | $2.17K | Buy |
32
+9
| +39% | +$610 | ﹤0.01% | 1344 |
|
|
2022
Q3 | $2K | Buy |
23
+2
| +10% | +$174 | ﹤0.01% | 1402 |
|
|
2022
Q2 | $2K | Sell |
21
-15
| -42% | -$1.43K | ﹤0.01% | 1393 |
|
|
2022
Q1 | $4K | Buy |
36
+20
| +125% | +$2.22K | ﹤0.01% | 1182 |
|
|
2021
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 1172 |
|