JFS WEALTH ADVISORS, LLC – Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$5.05M
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.32% | 289 shares | -180K | $55.81 | 90.5K |
| Q2 2022 | share | Decrease | -1.66% | -1.52K shares | -1.63M | $57.99 | 90.21K |
| Q1 2022 | share | Decrease | -10.58% | -10.84K shares | -1.53M | $74.82 | 91.73K |
| Q4 2021 | share | Increase | +3.46% | 1.71K shares | 1.05M | $165.03 | 51.29K |
| Q3 2021 | share | Decrease | -13.90% | -8.00K shares | -1.06M | $148.09 | 49.57K |
| Q2 2021 | share | Decrease | -18.66% | -13.21K shares | -783K | $145.82 | 57.58K |
| Q1 2021 | share | Increase | +2.94% | 2.02K shares | 357K | $129.53 | 70.79K |
| Q4 2020 | share | Decrease | -1.20% | -837 shares | 814K | $128.03 | 68.77K |
| Q3 2020 | share | Increase | +8.76% | 5.60K shares | 1.51M | $114.67 | 69.61K |
| Q2 2020 | share | Increase | +43.51% | 19.40K shares | 2.94M | $100.94 | 64.00K |
| Q1 2020 | share | Decrease | -2.29% | -1.04K shares | -689K | $79.05 | 44.59K |
| Q4 2019 | share | Decrease | -0.12% | -56 shares | 402K | $92.01 | 45.64K |
| Q3 2019 | share | Decrease | -2.95% | -1.38K shares | -79K | $83.02 | 45.69K |
| Q2 2019 | share | Decrease | -6.05% | -3.03K shares | -63K | $82.02 | 47.08K |
| Q1 2019 | share | Decrease | -1.40% | -714 shares | 477K | $78.11 | 50.11K |
| Q4 2018 | share | Decrease | -3.93% | -2.07K shares | -836K | $67.65 | 50.83K |
| Q3 2018 | share | Decrease | -31.17% | -23.96K shares | -1.48M | $80.25 | 52.91K |
| Q2 2018 | share | Decrease | -4.06% | -3.25K shares | 79K | $74 | 76.87K |
| Q1 2018 | share | Decrease | -5.03% | -4.24K shares | -219K | $69.87 | 80.12K |
| Q4 2017 | share | Increase | +2.47% | 2.03K shares | 525K | $68.76 | 84.36K |
| Q3 2017 | share | Increase | +2.30% | 1.85K shares | 354K | $64.09 | 82.33K |
| Q2 2017 | share | Decrease | -3.37% | -2.80K shares | 436K | $61.1 | 80.48K |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $58.31 | 83.28K | |
| Q4 2016 | share | Increase | +2.03% | 1.66K shares | 121K | $53.7 | 83.28K |
| Q3 2016 | share | Increase | +5.48% | 4.24K shares | 469K | $53.17 | 81.62K |
| Q2 2016 | share | Increase | +8.86% | 6.29K shares | 334K | $50.2 | 77.38K |
| Q1 2016 | share | Decrease | -1.08% | -778 shares | -71K | $50.01 | 71.08K |