A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 3,337 shares of RWR stock, worth $362,431. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,337
Previous 2,809 18.8%
Holding current value
$362,431
Previous $261,000 36.4%
% of portfolio
0.02%
Previous 0.02%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$92.36 - $108.47 $48,766 - $57,272
528 Added 18.8%
3,337 $356,000
Q2 2024

Jul 15, 2024

BUY
$86.34 - $93.97 $949 - $1,033
11 Added 0.39%
2,809 $261,000
Q1 2024

Apr 30, 2024

SELL
$90.16 - $96.33 $42,194 - $45,082
-468 Reduced 14.33%
2,798 $263,000
Q4 2023

Feb 07, 2024

BUY
$77.45 - $97.31 $1,239 - $1,556
16 Added 0.49%
3,266 $311,000
Q3 2023

Nov 02, 2023

BUY
$81.95 - $94.77 $901 - $1,042
11 Added 0.34%
3,250 $269,000
Q2 2023

Aug 07, 2023

BUY
$84.86 - $91.11 $1,018 - $1,093
12 Added 0.37%
3,239 $292,000
Q1 2023

Apr 19, 2023

BUY
$81.79 - $99.43 $736 - $894
9 Added 0.28%
3,227 $286,000
Q4 2022

Feb 13, 2023

SELL
$80.65 - $93.02 $26,937 - $31,068
-334 Reduced 9.4%
3,218 $280,000
Q3 2022

Oct 21, 2022

BUY
$83.14 - $106.49 $997 - $1,277
12 Added 0.34%
3,552 $299,000
Q2 2022

Aug 02, 2022

SELL
$91.63 - $121.36 $7,788 - $10,315
-85 Reduced 2.34%
3,540 $337,000
Q1 2022

May 02, 2022

SELL
$108.0 - $122.07 $12,204 - $13,793
-113 Reduced 3.02%
3,625 $425,000
Q4 2021

Feb 03, 2022

SELL
$106.6 - $122.16 $39,975 - $45,810
-375 Reduced 9.12%
3,738 $457,000
Q3 2021

Nov 09, 2021

BUY
$105.43 - $114.38 $1,159 - $1,258
11 Added 0.27%
4,113 $434,000
Q2 2021

Aug 04, 2021

BUY
$96.47 - $109.38 $26,818 - $30,407
278 Added 7.27%
4,102 $430,000
Q1 2021

Apr 28, 2021

BUY
$83.32 - $97.35 $1,083 - $1,265
13 Added 0.34%
3,824 $362,000
Q4 2020

Feb 01, 2021

BUY
$75.22 - $88.59 $1,654 - $1,948
22 Added 0.58%
3,811 $330,000
Q3 2020

Oct 28, 2020

SELL
$74.96 - $83.02 $10,344 - $11,456
-138 Reduced 3.51%
3,789 $295,000
Q2 2020

Aug 05, 2020

BUY
$65.24 - $89.61 $26,748 - $36,740
410 Added 11.66%
3,927 $306,000
Q1 2020

Apr 29, 2020

SELL
$59.3 - $107.65 $10,081 - $18,300
-170 Reduced 4.61%
3,517 $254,000
Q4 2019

Feb 03, 2020

SELL
$99.89 - $106.77 $4,994 - $5,338
-50 Reduced 1.34%
3,687 $376,000
Q3 2019

Oct 31, 2019

SELL
$102.94 - $104.74 $36,852 - $37,496
-358 Reduced 8.74%
3,737 $391,000
Q2 2019

Aug 06, 2019

SELL
N/A
-120 Reduced 2.85%
4,095 $405,000
Q1 2019

Apr 23, 2019

BUY
N/A
43 Added 1.03%
4,215 $417,000
Q4 2018

Jan 28, 2019

SELL
N/A
-502 Reduced 10.74%
4,172 $359,000
Q3 2018

Nov 09, 2018

SELL
N/A
-33 Reduced 0.7%
4,674 $436,000
Q2 2018

Jul 26, 2018

BUY
N/A
15 Added 0.32%
4,707 $442,000
Q1 2018

Apr 26, 2018

BUY
N/A
10 Added 0.21%
4,692 $404,000
Q4 2017

Jan 31, 2018

SELL
N/A
-264 Reduced 5.34%
4,682 $439,000
Q3 2017

Oct 20, 2017

BUY
N/A
4,946
4,946 $458,000

Others Institutions Holding RWR

About SPDR DOW JONES REIT ETF


  • Ticker RWR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about RWR
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.