JWA
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JFS Wealth Advisors’s Clear Secure YOU Stock Holding History

JFS Wealth Advisors’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$500 Buy
18
+2
+13% +$56 ﹤0.01% 1697
2025
Q1 		$415 Buy
+16
New +$415 ﹤0.01% 1791