JFS WEALTH ADVISORS, LLC – Financial Select Sector SPDR Fund Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$1.95M
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.16% | 101 shares | -67K | $30.36 | 64.35K |
| Q2 2022 | share | Decrease | -5.02% | -3.39K shares | -571K | $31.45 | 64.25K |
| Q1 2022 | share | Decrease | -7.70% | -5.64K shares | -270K | $38.32 | 67.64K |
| Q4 2021 | share | Increase | +8.78% | 5.91K shares | 334K | $39.12 | 73.28K |
| Q3 2021 | share | Increase | +105170.31% | 67.30K shares | 2.52M | $37.53 | 67.37K |
| Q2 2021 | share | Decrease | -39.05% | -41 shares | -2K | $36.53 | 64 |
| Q1 2021 | share | Increase | 0.00% | 105 shares | 4K | $33.77 | 105 |
| Q4 2020 | share | Decrease | -100.00% | -834 shares | -20K | $29.11 | 0 |
| Q3 2020 | share | Increase | 0.00% | 834 shares | 20K | $23.64 | 834 |
| Q2 2016 | share | Decrease | -100.00% | -419 shares | -9K | $16.75 | 0 |
| Q1 2016 | share | 0.00% | 0 shares | -1K | $16.4 | 419 |