JFS Wealth Advisors’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09K | Sell |
25
-13
| -34% | -$568 | ﹤0.01% | 1551 |
|
|
2025
Q1 | $1.74K | Buy |
38
+8
| +27% | +$367 | ﹤0.01% | 1514 |
|
|
2024
Q4 | $1.75K | Hold |
30
| – | – | ﹤0.01% | 1532 |
|
|
2024
Q3 | $1.79K | Buy |
30
+1
| +3% | +$60 | ﹤0.01% | 1532 |
|
|
2024
Q2 | $1.53K | Buy |
29
+8
| +38% | +$422 | ﹤0.01% | 1534 |
|
|
2024
Q1 | $1.05K | Sell |
21
-1
| -5% | -$50 | ﹤0.01% | 1647 |
|
|
2023
Q4 | $999 | Sell |
22
-8
| -27% | -$363 | ﹤0.01% | 1659 |
|
|
2023
Q3 | $1.51K | Buy |
30
+13
| +76% | +$653 | ﹤0.01% | 1470 |
|
|
2023
Q2 | $720 | Sell |
17
-4
| -19% | -$169 | ﹤0.01% | 1691 |
|
|
2023
Q1 | $866 | Sell |
21
-4
| -16% | -$165 | ﹤0.01% | 1618 |
|
|
2022
Q4 | $1.26K | Buy |
25
+8
| +47% | +$402 | ﹤0.01% | 1543 |
|
|
2022
Q3 | $1K | Sell |
17
-25
| -60% | -$1.47K | ﹤0.01% | 1675 |
|
|
2022
Q2 | $2K | Buy |
42
+14
| +50% | +$667 | ﹤0.01% | 1411 |
|
|
2022
Q1 | $2K | Buy |
28
+18
| +180% | +$1.29K | ﹤0.01% | 1522 |
|
|
2021
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1898 |
|