Jfs Wealth Advisors, LLC Spdr Dow Jones Reit ETF Transaction History

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

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 $330,930. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,337
Previous 2,809 18.8%
Holding current value
$330,930
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

# of Institutions
283
Shares Held
11.9M
Call Options Held
14.5K
Put Options Held
29.4K
View Full List

About SPDR DOW JONES REIT ETF

RWR Quotes by TradingView
  • Ticker RWR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about RWR
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