Arkadios Wealth Advisors Jp Morgan Diversified Return I Transaction History

Arkadios Wealth Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 03, 2022	SELL	$58.11 - $61.62 $57,470 - $60,942	-989 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$60.31 - $64.02 $48,971 - $51,984	-812 Reduced 45.09%	989 $59,000
Q2 2021 Jul 28, 2021	SELL	$61.55 - $64.56 $12,802 - $13,428	-208 Reduced 10.35%	1,801 $112,000
Q1 2021 Apr 26, 2021	SELL	$58.26 - $61.7 $9,263 - $9,810	-159 Reduced 7.33%	2,009 $122,000
Q4 2020 Feb 09, 2021	BUY	$49.86 - $58.47 $45,023 - $52,798	903 Added 71.38%	2,168 $126,000
Q2 2020 Aug 10, 2020	BUY	$41.38 - $52.51 $52,345 - $66,425	1,265 New	1,265 $64.1 Million

103

4.57M

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