KEUDELL/MORRISON WEALTH MANAGEMENT – Transaction History
KEUDELL/MORRISON WEALTH MANAGEMENT portfolio value:
245,000
portfolio value
KEUDELL/MORRISON WEALTH MANAGEMENT quarter portfolio value change:
+6.12%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.37% | 155 shares | 19K | 6.70K | |
| Q2 2022 | share | Decrease | -3.54% | -240 shares | -34K | 6.54K | |
| Q1 2022 | share | Decrease | -14.00% | -1.10K shares | 2K | 6.78K | |
| Q4 2021 | share | Decrease | -57.52% | -10.69K shares | -361K | 7.89K | |
| Q3 2021 | share | Increase | +0.84% | 155 shares | -52K | 18.58K | |
| Q2 2021 | share | Decrease | -0.41% | -75 shares | 107K | 18.42K | |
| Q1 2021 | share | Decrease | -0.16% | -30 shares | 88K | 18.50K | |
| Q4 2020 | share | Decrease | -15.35% | -3.36K shares | 39K | 18.53K | |
| Q3 2020 | share | Decrease | -12.87% | -3.23K shares | -183K | 21.89K | |
| Q2 2020 | share | Increase | 0.00% | 25.12K shares | 620K | 25.12K |