JEPPSON WEALTH MANAGEMENT, LLC – Transaction History
JEPPSON WEALTH MANAGEMENT, LLC portfolio value:
464,000
portfolio value
JEPPSON WEALTH MANAGEMENT, LLC 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 | +4.96% | 600 shares | 48K | 12.68K | |
| Q2 2022 | share | Increase | +0.02% | 2 shares | -46K | 12.08K | |
| Q1 2022 | share | Decrease | -0.41% | -50 shares | 65K | 12.08K | |
| Q4 2021 | share | Decrease | -0.48% | -59 shares | -9K | 12.13K | |
| Q3 2021 | share | Increase | +0.83% | 100 shares | -34K | 12.19K | |
| Q2 2021 | share | Decrease | -3.28% | -410 shares | 59K | 12.09K | |
| Q1 2021 | share | Decrease | -0.40% | -50 shares | 59K | 12.50K | |
| Q4 2020 | share | Increase | +6.85% | 805 shares | 87K | 12.55K | |
| Q3 2020 | share | Increase | 0.00% | 11.75K shares | 235K | 11.75K |