JFS Wealth Advisors’s Ubiquiti UI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24K | Buy |
3
+1
| +50% | +$412 | ﹤0.01% | 1517 |
|
|
2025
Q1 | $621 | Sell |
2
-14
| -88% | -$4.35K | ﹤0.01% | 1740 |
|
|
2024
Q4 | $5.31K | Hold |
16
| – | – | ﹤0.01% | 1108 |
|
|
2024
Q3 | $3.55K | Hold |
16
| – | – | ﹤0.01% | 1246 |
|
|
2024
Q2 | $2.33K | Hold |
16
| – | – | ﹤0.01% | 1376 |
|
|
2024
Q1 | $1.85K | Buy |
16
+14
| +700% | +$1.62K | ﹤0.01% | 1476 |
|
|
2023
Q4 | $280 | Sell |
2
-2
| -50% | -$280 | ﹤0.01% | 1863 |
|
|
2023
Q3 | $582 | Hold |
4
| – | – | ﹤0.01% | 1718 |
|
|
2023
Q2 | $703 | Hold |
4
| – | – | ﹤0.01% | 1698 |
|
|
2023
Q1 | $1.09K | Sell |
4
-2
| -33% | -$544 | ﹤0.01% | 1558 |
|
|
2022
Q4 | $1.64K | Hold |
6
| – | – | ﹤0.01% | 1445 |
|
|
2022
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 1412 |
|
|
2022
Q2 | $1K | Sell |
6
-5
| -45% | -$833 | ﹤0.01% | 1662 |
|
|
2022
Q1 | $3K | Buy |
11
+10
| +1,000% | +$2.73K | ﹤0.01% | 1330 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1886 |
|