JFS Wealth Advisors’s The Valens Company, Inc. Common Shares VLNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-457
Closed -$302 2008
2022
Q4
$302 Hold
457
﹤0.01% 1802
2022
Q3
$0 Hold
457
﹤0.01% 1986
2022
Q2
$0 Hold
457
﹤0.01% 1999
2022
Q1
$1K Hold
457
﹤0.01% 1788
2021
Q4
$1K Buy
+457
New +$1.25K ﹤0.01% 1665

JFS Wealth Advisors's VLNS Position: Q1 2023 in Review

JFS Wealth Advisors sold out of The Valens Company, Inc. Common Shares (VLNS) in Q1 2023, closing a stake of 457 shares — an estimated $302 sold.

JFS Wealth Advisors first reported a position in VLNS in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 0 funds tracked by Wall St. Rank hold VLNS as of Q1 2023.

  • JFS Wealth Advisors reported no remaining The Valens Company, Inc. Common Shares position as of Q1 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 457 The Valens Company, Inc. Common Shares shares in Q1 2023, an estimated $302.
  • JFS Wealth Advisors first reported a position in The Valens Company, Inc. Common Shares in Q4 2021 and held it in 5 quarters.
  • JFS Wealth Advisors's The Valens Company, Inc. Common Shares position peaked at $1K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held The Valens Company, Inc. Common Shares as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.