JFS WEALTH ADVISORS, LLC – SPDR S&P Dividend ETF Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$903,000
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.06%
quarter
SPDR S&P Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.64% | -52 shares | -64K | $111.5 | 8.09K |
| Q2 2022 | share | Decrease | -0.85% | -70 shares | -86K | $118.69 | 8.14K |
| Q1 2022 | share | 0.00% | 0 shares | -8K | $128.11 | 8.21K | |
| Q4 2021 | share | Decrease | -8.57% | -770 shares | 5K | $128.84 | 8.21K |
| Q3 2021 | share | Increase | +2665.23% | 8.66K shares | 1.01M | $117.55 | 8.98K |
| Q2 2021 | share | Increase | +8.33% | 25 shares | 5K | $121.41 | 325 |
| Q1 2021 | share | 0.00% | 0 shares | 3K | $116.45 | 300 | |
| Q4 2020 | share | 0.00% | 0 shares | 4K | $103.79 | 300 | |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $89.7 | 300 | |
| Q2 2020 | share | 0.00% | 0 shares | 3K | $87.89 | 300 | |
| Q1 2020 | share | Increase | 0.00% | 300 shares | 24K | $76.4 | 300 |