JFS Wealth Advisors’s Travel + Leisure Co TNL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.9K Sell
1,161
-9
-0.8% -$464 ﹤0.01% 445
2025
Q1
$54.2K Hold
1,170
﹤0.01% 454
2024
Q4
$59K Hold
1,170
﹤0.01% 432
2024
Q3
$53.9K Buy
1,170
+10
+0.9% +$461 ﹤0.01% 452
2024
Q2
$52.2K Hold
1,160
﹤0.01% 407
2024
Q1
$56.8K Buy
1,160
+8
+0.7% +$392 ﹤0.01% 407
2023
Q4
$45K Sell
1,152
-20
-2% -$782 ﹤0.01% 420
2023
Q3
$43K Buy
1,172
+10
+0.9% +$367 ﹤0.01% 395
2023
Q2
$46.9K Buy
1,162
+4
+0.3% +$161 ﹤0.01% 377
2023
Q1
$45.4K Sell
1,158
-2
-0.2% -$78 ﹤0.01% 385
2022
Q4
$42.2K Sell
1,160
-9
-0.8% -$328 ﹤0.01% 389
2022
Q3
$40K Buy
1,169
+15
+1% +$513 ﹤0.01% 428
2022
Q2
$45K Sell
1,154
-11
-0.9% -$429 ﹤0.01% 414
2022
Q1
$68K Buy
1,165
+24
+2% +$1.4K 0.01% 363
2021
Q4
$63K Buy
1,141
+15
+1% +$828 0.01% 384
2021
Q3
$61K Buy
+1,126
New +$61K 0.01% 387
2016
Q2
Sell
-73
Closed -$3K 614
2016
Q1
$3K Buy
+73
New +$3K ﹤0.01% 499