CONGRESS WEALTH MANAGEMENT LLC / DE / – JPMorgan Alerian MLP Index ETN Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$2.70M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / 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 | Decrease | -10.00% | -15K shares | -136K | $20.06 | 135K |
| Q2 2022 | share | Decrease | -6.25% | -10K shares | -502K | $18.96 | 150K |
| Q1 2022 | share | Decrease | -15.79% | -30K shares | -38K | $20.91 | 160K |
| Q4 2021 | share | Increase | 0.00% | 190K shares | 3.38M | $17.53 | 190K |