CAROLINAS WEALTH CONSULTING LLC – JPMorgan Chase & Co. Transaction History
CAROLINAS WEALTH CONSULTING LLC portfolio value:
$847,000
portfolio value
CAROLINAS WEALTH CONSULTING 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 | Decrease | -2.53% | -210 shares | -89K | $104.5 | 8.10K |
| Q2 2022 | share | Increase | +5.95% | 467 shares | -134K | $112.61 | 8.31K |
| Q1 2022 | share | Decrease | -2.98% | -241 shares | -211K | $136.32 | 7.84K |
| Q4 2021 | share | Increase | +14.12% | 1.00K shares | 121K | $158.48 | 8.09K |
| Q3 2021 | share | Decrease | -5.97% | -450 shares | -13K | $162.73 | 7.08K |
| Q2 2021 | share | Increase | +11.49% | 777 shares | 144K | $153.74 | 7.53K |
| Q1 2021 | share | Decrease | -2.71% | -188 shares | 146K | $149.59 | 6.76K |
| Q4 2020 | share | Increase | +26.18% | 1.44K shares | 353K | $123.98 | 6.95K |
| Q3 2020 | share | Increase | +63.06% | 2.13K shares | 212K | $93.08 | 5.50K |
| Q2 2020 | share | Increase | +28.20% | 743 shares | 81K | $90.07 | 3.37K |
| Q1 2020 | share | Increase | 0.00% | 2.63K shares | 237K | $85.3 | 2.63K |