Waypoint Wealth Counsel Jp Morgan Ultra Short Mun Inco Transaction History

Waypoint Wealth Counsel

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 03, 2024	SELL	$50.29 - $50.88 $71,512 - $72,351	-1,422 Reduced 10.79%	11,762 $597 Million
Q3 2023 Apr 03, 2024	SELL	$50.45 - $50.66 $6,608 - $6,636	-131 Reduced 0.98%	13,184 $665 Million
Q2 2023 Apr 02, 2024	SELL	$50.49 - $50.76 $193,730 - $194,766	-3,837 Reduced 22.37%	13,315 $674 Million
Q1 2023 Apr 04, 2024	BUY	$50.47 - $50.79 $185,628 - $186,805	3,678 Added 31.27%	15,440 $784 Million
Q4 2022 Mar 22, 2024	BUY	$50.24 - $50.61 $861,716 - $868,062	17,152 New	17,152 $867 Million

447

40.1M

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