JFS Wealth Advisors’s Xencor XNCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4
| Closed | -$76 | – | 2023 |
|
|
2024
Q2 | $76 | Hold |
4
| – | – | ﹤0.01% | 1943 |
|
|
2024
Q1 | $89 | Buy |
4
+1
| +33% | +$22 | ﹤0.01% | 1956 |
|
|
2023
Q4 | $64 | Sell |
3
-6
| -67% | -$128 | ﹤0.01% | 1971 |
|
|
2023
Q3 | $182 | Sell |
9
-2
| -18% | -$40 | ﹤0.01% | 1872 |
|
|
2023
Q2 | $275 | Sell |
11
-1
| -8% | -$25 | ﹤0.01% | 1839 |
|
|
2023
Q1 | $335 | Hold |
12
| – | – | ﹤0.01% | 1771 |
|
|
2022
Q4 | $312 | Buy |
12
+2
| +20% | +$52 | ﹤0.01% | 1800 |
|
|
2022
Q3 | $0 | Buy |
10
+1
| +11% | – | ﹤0.01% | 1950 |
|
|
2022
Q2 | $0 | Buy |
9
+3
| +50% | – | ﹤0.01% | 1956 |
|
|
2022
Q1 | $0 | Buy |
6
+4
| +200% | – | ﹤0.01% | 1991 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1904 |
|