JFS WEALTH ADVISORS, LLC – SPDR Dow Jones REIT ETF Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$299,000
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-11.38%
quarter
SPDR Dow Jones REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.34% | 12 shares | -38K | $84.26 | 3.55K |
| Q2 2022 | share | Decrease | -2.34% | -85 shares | -88K | $95.08 | 3.54K |
| Q1 2022 | share | Decrease | -3.02% | -113 shares | -32K | $117.32 | 3.62K |
| Q4 2021 | share | Decrease | -9.12% | -375 shares | 23K | $121.95 | 3.73K |
| Q3 2021 | share | Increase | +0.27% | 11 shares | 4K | $105.43 | 4.11K |
| Q2 2021 | share | Increase | +7.27% | 278 shares | 68K | $104.15 | 4.10K |
| Q1 2021 | share | Increase | +0.34% | 13 shares | 32K | $93.39 | 3.82K |
| Q4 2020 | share | Increase | +0.58% | 22 shares | 35K | $84.82 | 3.81K |
| Q3 2020 | share | Decrease | -3.51% | -138 shares | -11K | $75.13 | 3.78K |
| Q2 2020 | share | Increase | +11.66% | 410 shares | 52K | $74.55 | 3.92K |
| Q1 2020 | share | Decrease | -4.61% | -170 shares | -122K | $68.37 | 3.51K |
| Q4 2019 | share | Decrease | -1.34% | -50 shares | -15K | $95.67 | 3.68K |
| Q3 2019 | share | Decrease | -8.74% | -358 shares | -14K | $96.95 | 3.73K |
| Q2 2019 | share | Decrease | -2.85% | -120 shares | -12K | $90.84 | 4.09K |
| Q1 2019 | share | Increase | +1.03% | 43 shares | 58K | $90.17 | 4.21K |
| Q4 2018 | share | Decrease | -10.74% | -502 shares | -77K | $77.95 | 4.17K |
| Q3 2018 | share | Decrease | -0.70% | -33 shares | -6K | $83.44 | 4.67K |
| Q2 2018 | share | Increase | +0.32% | 15 shares | 38K | $83.03 | 4.70K |
| Q1 2018 | share | Increase | +0.21% | 10 shares | -35K | $75.42 | 4.69K |
| Q4 2017 | share | Decrease | -5.34% | -264 shares | -19K | $81.54 | 4.68K |
| Q3 2017 | share | Increase | +0.30% | 15 shares | -1K | $79.93 | 4.94K |
| Q2 2017 | share | Increase | +0.53% | 26 shares | 1K | $79.69 | 4.93K |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $78.42 | 4.90K | |
| Q4 2016 | share | Increase | +10.80% | 478 shares | 27K | $78.81 | 4.90K |
| Q3 2016 | share | Increase | +0.29% | 13 shares | -8K | $80.86 | 4.42K |
| Q2 2016 | share | Increase | +0.32% | 14 shares | 20K | $81.91 | 4.41K |
| Q1 2016 | share | Increase | +0.41% | 18 shares | 18K | $77.75 | 4.4K |