JF
JSF Financial’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Hold |
633
| – | – | 0.09% | 94 |
|
|
2025
Q1 | $358K | Hold |
633
| – | – | 0.09% | 93 |
|
|
2024
Q4 | $380K | Hold |
633
| – | – | 0.1% | 93 |
|
|
2024
Q3 | $369K | Hold |
633
| – | – | 0.11% | 84 |
|
|
2024
Q2 | $305K | Hold |
633
| – | – | 0.09% | 91 |
|
|
2024
Q1 | $355K | Hold |
633
| – | – | 0.11% | 86 |
|
|
2023
Q4 | $358K | Sell |
633
-50
| -7% | -$28.3K | 0.12% | 79 |
|
|
2023
Q3 | $350K | Sell |
683
-36
| -5% | -$18.5K | 0.14% | 77 |
|
|
2023
Q2 | $337K | Sell |
719
-100
| -12% | -$46.9K | 0.12% | 76 |
|
|
2023
Q1 | $458K | Buy |
819
+36
| +5% | +$20.1K | 0.17% | 79 |
|
|
2022
Q4 | $364K | Hold |
783
| – | – | 0.14% | 85 |
|
|
2022
Q3 | $330K | Hold |
783
| – | – | 0.13% | 84 |
|
|
2022
Q2 | $323K | Hold |
783
| – | – | 0.15% | 75 |
|
|
2022
Q1 | $394K | Sell |
783
-610
| -44% | -$307K | 0.17% | 75 |
|
|
2021
Q4 | $854K | Buy |
1,393
+75
| +6% | +$46K | 0.42% | 33 |
|
|
2021
Q3 | $802K | Sell |
1,318
-62
| -4% | -$37.7K | 0.4% | 30 |
|
|
2021
Q2 | $736K | Buy |
1,380
+45
| +3% | +$24K | 0.43% | 29 |
|
|
2021
Q1 | $560K | Sell |
1,335
-4
| -0.3% | -$1.68K | 0.35% | 34 |
|
|
2020
Q4 | $598K | Buy |
1,339
+129
| +11% | +$57.6K | 0.42% | 29 |
|
|
2020
Q3 | $432K | Buy |
1,210
+129
| +12% | +$46.1K | 0.34% | 35 |
|
|
2020
Q2 | $361K | Buy |
1,081
+298
| +38% | +$99.5K | 0.31% | 42 |
|
|
2020
Q1 | $226K | Hold |
783
| – | – | 0.23% | 51 |
|
|
2019
Q4 | $202K | Buy |
+783
| New | +$202K | 0.2% | 64 |
|