JFS WEALTH ADVISORS, LLC – iShares Core Moderate Allocation ETF Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$185,000
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.03%
quarter
iShares Core Moderate Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -12K | $36.61 | 5.05K | |
| Q2 2022 | share | 0.00% | 0 shares | -20K | $38.96 | 5.05K | |
| Q1 2022 | share | Increase | +351.56% | 3.93K shares | 166K | $42.97 | 5.05K |
| Q4 2021 | share | 0.00% | 0 shares | 1K | $45.56 | 1.11K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $44.62 | 1.11K | |
| Q2 2021 | share | Decrease | -9.17% | -113 shares | -4K | $44.74 | 1.11K |
| Q1 2021 | share | 0.00% | 0 shares | 1K | $43.14 | 1.23K | |
| Q4 2020 | share | 0.00% | 0 shares | 2K | $42.79 | 1.23K | |
| Q3 2020 | share | 0.00% | 0 shares | 2K | $40.25 | 1.23K | |
| Q2 2020 | share | 0.00% | 0 shares | 4K | $38.85 | 1.23K | |
| Q1 2020 | share | 0.00% | 0 shares | -4K | $35.61 | 1.23K | |
| Q4 2019 | share | 0.00% | 0 shares | 1K | $38.9 | 1.23K | |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $37.59 | 1.23K | |
| Q2 2019 | share | Increase | +73.03% | 520 shares | 21K | $37.01 | 1.23K |
| Q1 2019 | share | Increase | +4.40% | 30 shares | 3K | $35.9 | 712 |
| Q4 2018 | share | Decrease | -7.34% | -54 shares | -4K | $33.65 | 682 |
| Q3 2018 | share | Decrease | -77.37% | -2.51K shares | -94K | $35.3 | 736 |
| Q2 2018 | share | Increase | +341.98% | 2.51K shares | 94K | $34.7 | 3.25K |
| Q1 2018 | share | Decrease | -50.00% | -736 shares | -28K | $34.76 | 736 |
| Q4 2017 | share | Increase | +100.82% | 739 shares | 28K | $35.01 | 1.47K |
| Q3 2017 | share | Increase | +0.69% | 5 shares | 1K | $34.17 | 733 |
| Q2 2017 | share | Increase | 0.00% | 728 shares | 27K | $33.31 | 728 |