FOSTER VICTOR WEALTH ADVISORS, LLC – JPMorgan Chase & Co. Transaction History
FOSTER VICTOR WEALTH ADVISORS, LLC portfolio value:
$748,000
portfolio value
FOSTER VICTOR WEALTH ADVISORS, 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 | Increase | +10.79% | 674 shares | 49K | $104.5 | 6.92K |
| Q2 2022 | share | Increase | +14.69% | 800 shares | -17K | $112.61 | 6.24K |
| Q1 2022 | share | Increase | +4.75% | 247 shares | -160K | $136.32 | 5.44K |
| Q4 2021 | share | Increase | +3.50% | 176 shares | 54K | $158.48 | 5.19K |
| Q3 2021 | share | Decrease | -4.09% | -214 shares | 8K | $162.73 | 5.02K |
| Q2 2021 | share | Decrease | -0.02% | -1 shares | 7K | $153.74 | 5.23K |
| Q1 2021 | share | Increase | +5.22% | 260 shares | 174K | $149.59 | 5.23K |
| Q4 2020 | share | Increase | +12.40% | 549 shares | 207K | $123.98 | 4.97K |
| Q3 2020 | share | Decrease | -18.45% | -1.00K shares | -85K | $93.08 | 4.42K |
| Q2 2020 | share | Increase | +3.25% | 171 shares | 43K | $90.07 | 5.43K |
| Q1 2020 | share | Decrease | -11.52% | -685 shares | -346K | $85.3 | 5.26K |
| Q4 2019 | share | Increase | +14.35% | 746 shares | 219K | $131.22 | 5.94K |
| Q3 2019 | share | Increase | +33.31% | 1.29K shares | 155K | $109.9 | 5.19K |
| Q2 2019 | share | Increase | +0.15% | 6 shares | 46K | $103.67 | 3.9K |
| Q1 2019 | share | Increase | +0.18% | 7 shares | 15K | $93.16 | 3.89K |
| Q4 2018 | share | Increase | 0.00% | 3.88K shares | 379K | $89.1 | 3.88K |