KEUDELL/MORRISON WEALTH MANAGEMENT – Transaction History
KEUDELL/MORRISON WEALTH MANAGEMENT portfolio value:
423,000
portfolio value
KEUDELL/MORRISON WEALTH MANAGEMENT quarter portfolio value change:
-0.51%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -32.53% | -4.17K shares | -208K | 8.65K | |
| Q2 2022 | share | Decrease | -31.95% | -6.01K shares | -299K | 12.82K | |
| Q1 2022 | share | Increase | +121.75% | 10.34K shares | 506K | 18.83K | |
| Q4 2021 | share | Decrease | -41.35% | -5.99K shares | -302K | 8.49K | |
| Q3 2021 | share | Increase | 0.00% | 14.48K shares | 726K | 14.48K |