JFS WEALTH ADVISORS, LLC – iShares Global REIT ETF Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$2.15M
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-12.03%
quarter
iShares Global REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.57% | 578 shares | -280K | $21.27 | 101.11K |
| Q2 2022 | share | Decrease | -2.21% | -2.27K shares | -572K | $24.18 | 100.53K |
| Q1 2022 | share | Decrease | -1.80% | -1.88K shares | -202K | $29.21 | 102.80K |
| Q4 2021 | share | Decrease | -8.72% | -10.00K shares | 61K | $30.52 | 104.69K |
| Q3 2021 | share | Decrease | -8.50% | -10.65K shares | -331K | $27.41 | 114.70K |
| Q2 2021 | share | Increase | +5.12% | 6.10K shares | 436K | $27.55 | 125.35K |
| Q1 2021 | share | Increase | +3.57% | 4.11K shares | 284K | $25.13 | 119.25K |
| Q4 2020 | share | Increase | +3382.64% | 111.83K shares | 2.68M | $23.38 | 115.13K |
| Q3 2020 | share | Increase | +262.50% | 2.39K shares | 51K | $20.55 | 3.30K |
| Q2 2020 | share | Increase | 0.00% | 912 shares | 19K | $20.21 | 912 |