JFS WEALTH ADVISORS, LLC – Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$6.93M
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.63% | -6.66K shares | -1.02M | $28.13 | 246.42K |
| Q2 2022 | share | Increase | +5.81% | 13.88K shares | -824K | $31.45 | 253.09K |
| Q1 2022 | share | Decrease | -1.17% | -2.83K shares | -624K | $36.72 | 239.21K |
| Q4 2021 | share | Increase | +1.50% | 3.57K shares | 179K | $38.93 | 242.04K |
| Q3 2021 | share | Decrease | -18.13% | -52.80K shares | -2.26M | $38.7 | 238.46K |
| Q2 2021 | share | Decrease | -7.18% | -22.52K shares | -314K | $39.45 | 291.27K |
| Q1 2021 | share | Decrease | -1.59% | -5.07K shares | 322K | $37.3 | 313.80K |
| Q4 2020 | share | Increase | +12.79% | 36.16K shares | 2.60M | $35.7 | 318.87K |
| Q3 2020 | share | Increase | +11.73% | 29.68K shares | 1.34M | $30.69 | 282.71K |
| Q2 2020 | share | Decrease | -0.02% | -60 shares | 988K | $29.08 | 253.02K |
| Q1 2020 | share | Increase | +42.34% | 75.28K shares | 561K | $25.05 | 253.08K |
| Q4 2019 | share | Increase | +9.78% | 15.83K shares | 819K | $32.61 | 177.80K |
| Q3 2019 | share | Increase | +5.82% | 8.90K shares | 248K | $30.22 | 161.96K |
| Q2 2019 | share | Decrease | -1.37% | -2.12K shares | 53K | $30.44 | 153.05K |
| Q1 2019 | share | Decrease | -21.89% | -43.48K shares | -773K | $29.46 | 155.18K |
| Q4 2018 | share | Increase | +44.70% | 61.37K shares | 1.02M | $26.67 | 198.66K |
| Q3 2018 | share | Increase | +1.79% | 2.41K shares | 145K | $30.64 | 137.29K |
| Q2 2018 | share | Increase | +5.68% | 7.24K shares | 156K | $30.2 | 134.88K |
| Q1 2018 | share | Increase | +4.27% | 5.22K shares | 132K | $30.81 | 127.63K |
| Q4 2017 | share | Increase | +4.08% | 4.79K shares | 234K | $31.13 | 122.40K |
| Q3 2017 | share | Increase | +4.66% | 5.23K shares | 365K | $29.88 | 117.60K |
| Q2 2017 | share | Decrease | -38.07% | -69.07K shares | -1.45M | $28.37 | 112.37K |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $26.67 | 181.45K | |
| Q4 2016 | share | Increase | +7.63% | 12.86K shares | 169K | $24.71 | 181.45K |
| Q3 2016 | share | Decrease | -6.35% | -11.42K shares | -26K | $25.05 | 168.58K |
| Q2 2016 | share | Decrease | -31.01% | -80.92K shares | -2.19M | $23.59 | 180.00K |
| Q1 2016 | share | Decrease | -25.20% | -87.91K shares | -2.54M | $23.59 | 260.92K |