Amplius Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Amplius Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 19, 2023	SELL	$50.24 - $50.61 $82,795 - $83,405	-1,648 Reduced 25.24%	4,881 $0
Q3 2022 Nov 10, 2022	SELL	$50.25 - $50.72 $169,895 - $171,484	-3,381 Reduced 34.12%	6,529 $328,000
Q2 2022 Jul 21, 2022	SELL	$50.42 - $50.72 $240,604 - $242,035	-4,772 Reduced 32.5%	9,910 $501,000
Q1 2022 May 09, 2022	SELL	$50.56 - $51.05 $1.25 Million - $1.26 Million	-24,770 Reduced 62.79%	14,682 $743,000
Q4 2021 Jan 28, 2022	BUY	$50.99 - $51.08 $2.01 Million - $2.02 Million	39,452 New	39,452 $2.01 Million

445

36.9M

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