JFS Wealth Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61 | Sell |
3
-3
| -50% | -$61 | ﹤0.01% | 1830 |
|
|
2025
Q1 | $83 | Hold |
6
| – | – | ﹤0.01% | 1880 |
|
|
2024
Q4 | $72 | Hold |
6
| – | – | ﹤0.01% | 1900 |
|
|
2024
Q3 | $108 | Hold |
6
| – | – | ﹤0.01% | 1901 |
|
|
2024
Q2 | $106 | Sell |
6
-12
| -67% | -$212 | ﹤0.01% | 1927 |
|
|
2024
Q1 | $462 | Sell |
18
-70
| -80% | -$1.8K | ﹤0.01% | 1799 |
|
|
2023
Q4 | $2.3K | Buy |
+88
| New | +$2.3K | ﹤0.01% | 1368 |
|