JWA
VIAB
JFS Wealth Advisors’s Viacom Inc. Class B VIAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,926
| Closed | -$118K | – | 554 |
|
|
2018
Q2 | $118K | Sell |
3,926
-400
| -9% | -$12K | 0.03% | 179 |
|
|
2018
Q1 | $134K | Hold |
4,326
| – | – | 0.04% | 173 |
|
|
2017
Q4 | $133K | Sell |
4,326
-200
| -4% | -$6.15K | 0.03% | 176 |
|
|
2017
Q3 | $126K | Sell |
4,526
-207
| -4% | -$5.76K | 0.03% | 172 |
|
|
2017
Q2 | $159K | Hold |
4,733
| – | – | 0.04% | 140 |
|
|
2017
Q1 | $166K | Hold |
4,733
| – | – | 0.05% | 143 |
|
|
2016
Q4 | $166K | Hold |
4,733
| – | – | 0.05% | 143 |
|
|
2016
Q3 | $180K | Sell |
4,733
-1,324
| -22% | -$50.4K | 0.05% | 136 |
|
|
2016
Q2 | $251K | Sell |
6,057
-26
| -0.4% | -$1.08K | 0.07% | 136 |
|
|
2016
Q1 | $251K | Sell |
6,083
-90
| -1% | -$3.71K | 0.07% | 115 |
|
|
2015
Q4 | $254K | Buy |
6,173
+116
| +2% | +$4.77K | 0.07% | 117 |
|
|
2015
Q3 | $261K | Hold |
6,057
| – | – | 0.11% | 91 |
|
|
2015
Q2 | $392K | Hold |
6,057
| – | – | 0.2% | 61 |
|
|
2015
Q1 | $414K | Hold |
6,057
| – | – | 0.19% | 59 |
|
|
2014
Q4 | $456K | Sell |
6,057
-16
| -0.3% | -$1.21K | 0.07% | 57 |
|
|
2014
Q3 | $467K | Buy |
6,073
+16
| +0.3% | +$1.23K | 0.08% | 46 |
|
|
2014
Q2 | $525K | Hold |
6,057
| – | – | 0.1% | 47 |
|
|
2014
Q1 | $515K | Sell |
6,057
-32
| -0.5% | -$2.72K | 0.29% | 54 |
|
|
2013
Q4 | $532K | Sell |
6,089
-8
| -0.1% | -$699 | 0.23% | 70 |
|
|
2013
Q3 | $510K | Sell |
6,097
-243
| -4% | -$20.3K | 0.24% | 60 |
|
|
2013
Q2 | $431K | Buy |
+6,340
| New | +$431K | 0.22% | 63 |
|