JFA
WW
JNBA Financial Advisors’s WW International WW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-36,842
| Closed | -$19.3K | – | 692 |
|
|
2025
Q1 | $19.3K | Hold |
36,842
| – | – | ﹤0.01% | 389 |
|
|
2024
Q4 | $46.8K | Buy |
+36,842
| New | +$46.8K | ﹤0.01% | 288 |
|
|
2015
Q1 | – | Sell |
-125
| Closed | -$3K | – | 559 |
|
|
2014
Q4 | $3K | Hold |
125
| – | – | ﹤0.01% | 473 |
|
|
2014
Q3 | $3K | Hold |
125
| – | – | ﹤0.01% | 499 |
|
|
2014
Q2 | $3K | Sell |
125
-3,200
| -96% | -$76.8K | ﹤0.01% | 447 |
|
|
2014
Q1 | $68K | Sell |
3,325
-900
| -21% | -$18.4K | 0.04% | 149 |
|
|
2013
Q4 | $139K | Buy |
+4,225
| New | +$139K | 0.08% | 99 |
|