Baker Tilly Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Baker Tilly Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$54.75 - $57.86 $216,262 - $228,547	3,950 New	3,950 $228,000
Q3 2022 Oct 20, 2022	SELL	$51.23 - $57.83 $358,610 - $404,810	-7,000 Reduced 54.05%	5,950 $305,000
Q2 2022 Jul 28, 2022	BUY	$52.86 - $62.23 $140,079 - $164,909	2,650 Added 25.73%	12,950 $718,000
Q1 2022 Apr 27, 2022	BUY	$58.11 - $63.04 $116,220 - $126,080	2,000 Added 24.1%	10,300 $632,000
Q4 2021 Feb 08, 2022	BUY	$59.34 - $63.61 $255,162 - $273,523	4,300 Added 107.5%	8,300 $524,000
Q3 2021 Nov 02, 2021	BUY	$59.61 - $62.63 $238,440 - $250,520	4,000 New	4,000 $238,000

1,168

280M

307K

341K

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