DOUGHERTY WEALTH ADVISERS LLC – JPMorgan Chase & Co. Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$384,000
portfolio value
DOUGHERTY WEALTH ADVISERS 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 | 0.00% | 0 shares | -30K | $104.5 | 3.67K | |
| Q2 2022 | share | 0.00% | 0 shares | -87K | $112.61 | 3.67K | |
| Q1 2022 | share | 0.00% | 0 shares | -81K | $136.32 | 3.67K | |
| Q4 2021 | share | 0.00% | 0 shares | -19K | $158.48 | 3.67K | |
| Q3 2021 | share | 0.00% | 0 shares | 30K | $162.73 | 3.67K | |
| Q2 2021 | share | 0.00% | 0 shares | 12K | $153.74 | 3.67K | |
| Q1 2021 | share | 0.00% | 0 shares | 92K | $149.59 | 3.67K | |
| Q4 2020 | share | 0.00% | 0 shares | 113K | $123.98 | 3.67K | |
| Q3 2020 | share | Decrease | -0.19% | -7 shares | 8K | $93.08 | 3.67K |
| Q2 2020 | share | Increase | +0.19% | 7 shares | 15K | $90.07 | 3.68K |
| Q1 2020 | share | 0.00% | 0 shares | -181K | $85.3 | 3.67K | |
| Q4 2019 | share | 0.00% | 0 shares | 80K | $131.22 | 3.67K | |
| Q3 2019 | share | Decrease | -15.23% | -660 shares | -53K | $109.9 | 3.67K |
| Q2 2019 | share | Increase | +17.96% | 660 shares | 113K | $103.67 | 4.33K |
| Q1 2019 | share | Decrease | -15.23% | -660 shares | -72K | $93.16 | 3.67K |
| Q4 2018 | share | Increase | 0.00% | 4.33K shares | 444K | $89.1 | 4.33K |