Warther Private Wealth’s Jefferies Financial Group JEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-13,204	Closed	-$353K	–	94
2022 Q2	$353K	Sell	13,204 -12,815	-49%	-$343K	0.26%	81
2022 Q1	$828K	Buy	26,019 +6,887	+36%	+$219K	0.54%	51
2021 Q4	$723K	Buy	19,132 +7,885	+70%	+$298K	0.54%	51
2021 Q3	$408K	Buy	+11,247	New	+$408K	0.36%	74