JFS Wealth Advisors’s Workiva WK Stock Holding History

JFS Wealth Advisors’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$947	Buy
2025 Q2	$206	Sell
2025 Q1	$608	Buy
2024 Q1	–	Sell
2023 Q4	$508	Sell
2023 Q3	$609	Hold
2023 Q2	$610	Hold
2023 Q1	$615	Buy