JFS WEALTH ADVISORS, LLC – Schwab U.S. TIPS ETF Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$704,000
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -55K | $51.8 | 13.6K | |
| Q2 2022 | share | 0.00% | 0 shares | -67K | $55.8 | 13.6K | |
| Q1 2022 | share | 0.00% | 0 shares | -29K | $60.71 | 13.6K | |
| Q4 2021 | share | 0.00% | 0 shares | 4K | $62.99 | 13.6K | |
| Q3 2021 | share | Decrease | -39.56% | -8.9K shares | -555K | $61.98 | 13.6K |
| Q2 2021 | share | Increase | 0.00% | 22.5K shares | 1.40M | $60.85 | 22.5K |
| Q4 2020 | share | Decrease | -100.00% | -1.1K shares | -68K | $59.91 | 0 |
| Q3 2020 | share | Increase | 0.00% | 1.1K shares | 68K | $58.91 | 1.1K |
| Q4 2019 | share | Decrease | -100.00% | -22 shares | -1K | $54.04 | 0 |
| Q3 2019 | share | Increase | 0.00% | 22 shares | 1K | $53.67 | 22 |