KEUDELL/MORRISON WEALTH MANAGEMENT – JPMorgan Alerian MLP Index ETN Transaction History
KEUDELL/MORRISON WEALTH MANAGEMENT portfolio value:
$742,000
portfolio value
KEUDELL/MORRISON WEALTH MANAGEMENT quarter portfolio value change:
+5.80%
quarter
JPMorgan Alerian MLP Index ETN 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.95% | 350 shares | 47K | $20.06 | 37.01K |
| Q2 2022 | share | Increase | +2.66% | 950 shares | -52K | $18.96 | 36.66K |
| Q1 2022 | share | Decrease | -8.13% | -3.16K shares | 55K | $20.91 | 35.71K |
| Q4 2021 | share | Increase | +21.43% | 6.86K shares | 110K | $17.53 | 38.87K |
| Q3 2021 | share | Increase | +19.17% | 5.15K shares | 54K | $17.83 | 32.01K |
| Q2 2021 | share | Decrease | -6.02% | -1.72K shares | 54K | $18.94 | 26.86K |
| Q1 2021 | share | Increase | +1.78% | 500 shares | 84K | $15.71 | 28.58K |
| Q4 2020 | share | Decrease | -28.62% | -11.26K shares | -34K | $12.9 | 28.08K |
| Q3 2020 | share | Increase | +29.62% | 8.99K shares | 23K | $9.77 | 39.34K |
| Q2 2020 | share | Increase | +42.45% | 9.04K shares | 209K | $11.62 | 30.35K |
| Q1 2020 | share | Increase | 0.00% | 21.30K shares | 192K | $7.75 | 21.30K |