SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC – JPMorgan Alerian MLP Index ETN Transaction History
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC portfolio value:
$1.33M
portfolio value
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC 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 | -9.19% | -6.71K shares | -54K | $20.06 | 66.34K |
| Q2 2022 | share | Decrease | -1.12% | -829 shares | -160K | $18.96 | 73.06K |
| Q1 2022 | share | Decrease | -1.44% | -1.07K shares | 210K | $20.91 | 73.89K |
| Q4 2021 | share | Increase | 0.00% | 74.96K shares | 1.33M | $17.53 | 74.96K |