JFS Wealth Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83K | Hold |
29
| – | – | ﹤0.01% | 1031 |
|
|
2025
Q1 | $5.01K | Sell |
29
-2
| -6% | -$346 | ﹤0.01% | 1127 |
|
|
2024
Q4 | $4.97K | Sell |
31
-11
| -26% | -$1.76K | ﹤0.01% | 1126 |
|
|
2024
Q3 | $7.17K | Hold |
42
| – | – | ﹤0.01% | 981 |
|
|
2024
Q2 | $7.08K | Sell |
42
-33
| -44% | -$5.56K | ﹤0.01% | 916 |
|
|
2024
Q1 | $11.7K | Buy |
75
+3
| +4% | +$468 | ﹤0.01% | 768 |
|
|
2023
Q4 | $10.5K | Hold |
72
| – | – | ﹤0.01% | 755 |
|
|
2023
Q3 | $8.81K | Hold |
72
| – | – | ﹤0.01% | 774 |
|
|
2023
Q2 | $9.72K | Hold |
72
| – | – | ﹤0.01% | 742 |
|
|
2023
Q1 | $9.76K | Sell |
72
-1
| -1% | -$136 | ﹤0.01% | 729 |
|
|
2022
Q4 | $8.67K | Sell |
73
-7
| -9% | -$831 | ﹤0.01% | 763 |
|
|
2022
Q3 | $9K | Buy |
80
+14
| +21% | +$1.58K | ﹤0.01% | 781 |
|
|
2022
Q2 | $7K | Sell |
66
-22
| -25% | -$2.33K | ﹤0.01% | 900 |
|
|
2022
Q1 | $10K | Buy |
88
+24
| +38% | +$2.73K | ﹤0.01% | 797 |
|
|
2021
Q4 | $8K | Buy |
64
+11
| +21% | +$1.38K | ﹤0.01% | 727 |
|
|
2021
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 707 |
|
|
2021
Q2 | $5K | Hold |
53
| – | – | ﹤0.01% | 498 |
|
|
2021
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 467 |
|
|
2020
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 474 |
|
|
2020
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 467 |
|
|
2020
Q2 | $4K | Hold |
53
| – | – | ﹤0.01% | 449 |
|
|
2020
Q1 | $4K | Hold |
53
| – | – | ﹤0.01% | 408 |
|
|
2019
Q4 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 423 |
|