Beaumont Financial Advisors, LLC JPMORGAN EQUITY FOCUS ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024
Number of Shares
466,974
Previous 355,632 31.31%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
N/A
111,342 Added 31.31%
466,974 $0
Q3 2024

Oct 09, 2024
BUY
N/A
78,971 Added 28.54%
355,632 $0
Q2 2024

Jul 24, 2024
SELL
N/A
-104,677 Reduced 27.45%
276,661 $0
Q1 2024

May 10, 2024
SELL
N/A
-16,910 Reduced 4.25%
381,338 $0
Q4 2023

Jan 31, 2024
BUY
N/A
398,248 New
398,248 $0
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