Jfs Wealth Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History

Jfs Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	SELL	$33.0 - $39.88 $13,365 - $16,151	-405 Reduced 25.0%	1,215 $47,000
Q3 2023 Nov 02, 2023	BUY	$34.75 - $38.84 $486 - $543	14 Added 0.87%	1,620 $56,000
Q2 2023 Aug 07, 2023	BUY	$35.13 - $38.46 $526 - $576	15 Added 0.94%	1,606 $59,000
Q1 2023 Apr 19, 2023	BUY	$35.58 - $43.09 $462 - $560	13 Added 0.82%	1,591 $60,000
Q4 2022 Feb 13, 2023	SELL	$35.5 - $41.73 $47,960 - $56,377	-1,351 Reduced 46.12%	1,578 $62,000
Q3 2022 Oct 21, 2022	BUY	$35.47 - $43.38 $14,968 - $18,306	422 Added 16.83%	2,929 $104,000
Q1 2022 May 02, 2022	BUY	$41.75 - $44.47 $104,667 - $111,486	2,507 New	2,507 $110,000

474

47.4M

68.6K

13K

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