JFS WEALTH ADVISORS, LLC – Utilities Select Sector SPDR Fund Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$560,000
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.59%
quarter
Utilities Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.94% | 701 shares | 10K | $65.51 | 8.54K |
| Q2 2022 | share | Increase | +6.19% | 457 shares | 0 | $70.13 | 7.84K |
| Q1 2022 | share | Increase | +0.01% | 1 shares | 21K | $74.46 | 7.38K |
| Q4 2021 | share | Increase | +47.12% | 2.36K shares | 208K | $71.33 | 7.38K |
| Q3 2021 | share | Increase | 0.00% | 5.02K shares | 321K | $63.88 | 5.02K |
| Q4 2020 | share | Decrease | -100.00% | -45 shares | -3K | $61.3 | 0 |
| Q3 2020 | share | Increase | 0.00% | 45 shares | 3K | $57.56 | 45 |
| Q2 2018 | share | Decrease | -100.00% | -32 shares | -2K | $46.71 | 0 |
| Q1 2018 | share | Increase | +220.00% | 22 shares | 1K | $45.02 | 32 |
| Q4 2017 | share | Increase | 0.00% | 10 shares | 1K | $46.58 | 10 |