JFS WEALTH ADVISORS, LLC – SPDR Bloomberg Investment Grade Floating Rate ETF Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$181,000
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
+0.63%
quarter
SPDR Bloomberg Investment Grade Floating Rate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.29% | 17 shares | 2K | $30.3 | 5.96K |
| Q2 2022 | share | Decrease | -0.25% | -15 shares | -3K | $30.11 | 5.95K |
| Q1 2022 | share | Decrease | -0.67% | -40 shares | -2K | $30.49 | 5.96K |
| Q4 2021 | share | 0.00% | 0 shares | 0 | $30.59 | 6.00K | |
| Q3 2021 | share | Increase | 0.00% | 6.00K shares | 184K | $30.63 | 6.00K |