JFS WEALTH ADVISORS, LLC – SPDR Portfolio S&P 1500 Composite Stock Market ETF Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$1.28M
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.10%
quarter
SPDR Portfolio S&P 1500 Composite Stock Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.99% | -2.53K shares | -187K | $44.11 | 29.21K |
| Q2 2022 | share | Decrease | -0.65% | -208 shares | -300K | $46.48 | 31.75K |
| Q1 2022 | share | Increase | +1.37% | 433 shares | -67K | $55.58 | 31.96K |
| Q4 2021 | share | Increase | +6.95% | 2.04K shares | 281K | $58.57 | 31.53K |
| Q3 2021 | share | Decrease | -0.62% | -184 shares | -9K | $52.99 | 29.48K |
| Q2 2021 | share | Decrease | -6.73% | -2.14K shares | 6K | $52.79 | 29.66K |
| Q1 2021 | share | Increase | +0.39% | 125 shares | 105K | $48.86 | 31.80K |
| Q4 2020 | share | Decrease | -2.07% | -671 shares | 137K | $45.63 | 31.68K |
| Q3 2020 | share | Decrease | -1.43% | -469 shares | 83K | $40.3 | 32.35K |
| Q2 2020 | share | Increase | +9.10% | 2.73K shares | 294K | $37.1 | 32.82K |
| Q1 2020 | share | Increase | +8.49% | 2.35K shares | -159K | $30.75 | 30.08K |
| Q4 2019 | share | Increase | +0.56% | 155 shares | 92K | $38.4 | 27.73K |
| Q3 2019 | share | Increase | +0.79% | 215 shares | 15K | $35.22 | 27.57K |
| Q2 2019 | share | Decrease | -3.56% | -1.01K shares | 0 | $34.8 | 27.36K |
| Q1 2019 | share | Decrease | -31.45% | -13.01K shares | -281K | $33.42 | 28.37K |
| Q4 2018 | share | Increase | +97.67% | 20.45K shares | 521K | $29.24 | 41.38K |
| Q3 2018 | share | Increase | +1.34% | 277 shares | 56K | $34.07 | 20.93K |
| Q2 2018 | share | Increase | +7.33% | 1.41K shares | 70K | $31.83 | 20.66K |
| Q1 2018 | share | Increase | +110.33% | 10.09K shares | 328K | $30.62 | 19.24K |
| Q4 2017 | share | Increase | 0.00% | 9.15K shares | 304K | $30.87 | 9.15K |