JFS WEALTH ADVISORS, LLC – Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
237,000
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
+3.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +19.70% | 1.3K shares | 46K | 7.9K | |
| Q2 2022 | share | Increase | +20.00% | 1.1K shares | 89K | 6.6K | |
| Q1 2022 | share | Increase | +52.78% | 1.9K shares | 33K | 5.5K | |
| Q4 2021 | share | Increase | +30.91% | 850 shares | 5K | 3.6K | |
| Q3 2021 | share | Increase | +37.50% | 750 shares | 10K | 2.75K | |
| Q2 2021 | share | 0.00% | 0 shares | -16K | 2K | ||
| Q1 2021 | share | Increase | 0.00% | 2K shares | 70K | 2K |