JFS WEALTH ADVISORS, LLC – SPDR Nuveen Bloomberg Municipal Bond ETF Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$7.10M
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.08%
quarter
SPDR Nuveen Bloomberg Municipal Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -16.78% | -32.57K shares | -1.79M | $43.99 | 161.54K |
| Q2 2022 | share | Increase | +170.34% | 122.31K shares | 5.46M | $45.86 | 194.11K |
| Q1 2022 | share | Increase | +119.74% | 39.12K shares | 1.74M | $47.88 | 71.80K |
| Q4 2021 | share | Decrease | -31.74% | -15.19K shares | -779K | $51.76 | 32.67K |
| Q3 2021 | share | Decrease | -2.47% | -1.21K shares | -89K | $51.36 | 47.87K |
| Q2 2021 | share | Increase | +7.27% | 3.32K shares | 194K | $51.68 | 49.08K |
| Q1 2021 | share | Decrease | -10.17% | -5.18K shares | -310K | $51.01 | 45.76K |
| Q4 2020 | share | Decrease | -7.11% | -3.89K shares | -174K | $51.67 | 50.94K |
| Q3 2020 | share | Decrease | -0.38% | -209 shares | 4K | $50.8 | 54.84K |
| Q2 2020 | share | Increase | +5.72% | 2.98K shares | 241K | $50.29 | 55.04K |
| Q1 2020 | share | Decrease | -27.47% | -19.72K shares | -1.02M | $48.43 | 52.06K |
| Q4 2019 | share | Decrease | -46.04% | -61.25K shares | -3.11M | $48.82 | 71.79K |
| Q3 2019 | share | Decrease | -1.08% | -1.45K shares | 0 | $48.58 | 133.04K |
| Q2 2019 | share | Increase | +0.06% | 74 shares | 119K | $47.8 | 134.50K |
| Q1 2019 | share | Decrease | -38.55% | -84.31K shares | -3.90M | $46.73 | 134.43K |
| Q4 2018 | share | Increase | 0.00% | 218.75K shares | 10.52M | $45.45 | 218.75K |