MASCOMA WEALTH MANAGEMENT LLC – JPMorgan Chase & Co. Transaction History
MASCOMA WEALTH MANAGEMENT LLC portfolio value:
$341,000
portfolio value
MASCOMA WEALTH MANAGEMENT LLC quarter portfolio value change:
-7.20%
quarter
JPMorgan Chase & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.46% | -117 shares | -40K | $104.5 | 3.26K |
| Q2 2022 | share | Decrease | -1.34% | -46 shares | -86K | $112.61 | 3.38K |
| Q1 2022 | share | Increase | +34.05% | 871 shares | 62K | $136.32 | 3.42K |
| Q4 2021 | share | Decrease | -24.25% | -819 shares | -148K | $158.48 | 2.55K |
| Q3 2021 | share | Decrease | -0.30% | -10 shares | 26K | $162.73 | 3.37K |
| Q2 2021 | share | Increase | +8.28% | 259 shares | 51K | $153.74 | 3.38K |
| Q1 2021 | share | Increase | +4.02% | 121 shares | 94K | $149.59 | 3.12K |
| Q4 2020 | share | Increase | +2.73% | 80 shares | 38K | $123.98 | 3.00K |
| Q3 2019 | share | 0.00% | 0 shares | 17K | $109.9 | 2.92K | |
| Q2 2019 | share | Decrease | -1.15% | -34 shares | 27K | $103.67 | 2.92K |
| Q1 2019 | share | Increase | +21.35% | 521 shares | 62K | $93.16 | 2.96K |
| Q4 2018 | share | 0.00% | 0 shares | -37K | $89.1 | 2.44K | |
| Q3 2018 | share | 0.00% | 0 shares | 21K | $102.28 | 2.44K | |
| Q2 2018 | share | Increase | +4.63% | 108 shares | -2K | $93.95 | 2.44K |
| Q1 2018 | share | 0.00% | 0 shares | -11K | $98.65 | 2.33K | |
| Q4 2017 | share | Decrease | -3.99% | -97 shares | 35K | $95.45 | 2.33K |
| Q3 2017 | share | Decrease | -0.45% | -11 shares | 9K | $84.75 | 2.42K |
| Q2 2017 | share | Increase | +3.08% | 73 shares | 15K | $80.67 | 2.44K |
| Q1 2017 | share | 0.00% | 0 shares | 4K | $77.09 | 2.36K | |
| Q4 2016 | share | Increase | 0.00% | 2.36K shares | 204K | $75.31 | 2.36K |