JFS WEALTH ADVISORS, LLC – Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
4.86M
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -169K | 129.24K | ||
| Q2 2022 | share | Increase | +1.34% | 1.70K shares | -627K | 129.24K | |
| Q1 2022 | share | Decrease | -6.59% | -8.99K shares | -392K | 127.53K | |
| Q4 2021 | share | Decrease | -2.21% | -3.08K shares | 270K | 136.53K | |
| Q3 2021 | share | Decrease | -13.06% | -20.97K shares | -950K | 139.61K | |
| Q2 2021 | share | Increase | +3.23% | 5.03K shares | 449K | 160.58K | |
| Q1 2021 | share | Decrease | -25.01% | -51.88K shares | -933K | 155.55K | |
| Q4 2020 | share | Decrease | -1.98% | -4.18K shares | 1.10M | 207.44K | |
| Q3 2020 | share | Decrease | -5.49% | -12.29K shares | -226K | 211.62K | |
| Q2 2020 | share | Decrease | -11.90% | -30.25K shares | 205K | 223.92K | |
| Q1 2020 | share | Increase | +4.89% | 11.83K shares | -3.07M | 254.17K | |
| Q4 2019 | share | Decrease | -5.26% | -13.44K shares | -68K | 242.33K | |
| Q3 2019 | share | Increase | +0.75% | 1.91K shares | 97K | 255.78K | |
| Q2 2019 | share | Increase | +1.26% | 3.16K shares | 217K | 253.87K | |
| Q1 2019 | share | Increase | +4.46% | 10.70K shares | 1.38M | 250.70K | |
| Q4 2018 | share | Increase | +0.62% | 1.47K shares | -1.20M | 240.00K | |
| Q3 2018 | share | Increase | +1.58% | 3.72K shares | 391K | 238.52K | |
| Q2 2018 | share | Decrease | -0.55% | -1.30K shares | 350K | 234.80K | |
| Q1 2018 | share | Increase | +10.33% | 22.10K shares | 505K | 236.11K | |
| Q4 2017 | share | Increase | +9.01% | 17.68K shares | 1.01M | 214.01K | |
| Q3 2017 | share | Increase | +7.57% | 13.81K shares | 594K | 196.33K | |
| Q2 2017 | share | Increase | +45.26% | 56.86K shares | 1.99M | 182.51K | |
| Q1 2017 | share | 0.00% | 0 shares | 0 | 125.64K | ||
| Q4 2016 | share | Increase | +50.58% | 42.20K shares | 1.42M | 125.64K | |
| Q3 2016 | share | Increase | +194.23% | 55.08K shares | 1.68M | 83.44K | |
| Q2 2016 | share | Increase | 0.00% | 28.35K shares | 846K | 28.35K |