Bdo Wealth Advisors, LLC Jp Morgan Diversified Return I Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$49.59 - $53.56 $12,347 - $13,336	-249 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$41.38 - $52.51 $247,866 - $314,534	-5,990 Reduced 96.01%	249 $12,000
Q1 2020 May 15, 2020	SELL	$37.71 - $57.78 $2.41 Million - $3.69 Million	-63,914 Reduced 91.11%	6,239 $270,000
Q4 2019 Feb 14, 2020	SELL	$51.93 - $57.61 $1.11 Million - $1.24 Million	-21,438 Reduced 23.41%	70,153 $4.01 Million
Q3 2019 Nov 12, 2019	SELL	$52.99 - $54.15 $831,307 - $849,505	-15,688 Reduced 14.62%	91,591 $4.87 Million

Q2 2019 Aug 09, 2019	SELL	N/A	-6,658 Reduced 5.84%	107,279 $5.84 Million
Q1 2019 May 15, 2019	BUY	N/A	469 Added 0.41%	113,937 $6.3 Million
Q4 2018 Feb 14, 2019	BUY	N/A	11,859 Added 11.67%	113,468 $5.77 Million
Q3 2018 Nov 07, 2018	BUY	N/A	3,663 Added 3.74%	101,609 $5.93 Million
Q2 2018 Aug 27, 2018	BUY	N/A	4,758 Added 5.11%	97,946 $5.64 Million
Q1 2018 May 23, 2018	BUY	N/A	92,219 Added 9516.92%	93,188 $5.54 Million
Q4 2017 Feb 14, 2018	BUY	N/A	116 Added 13.6%	969 $58,000
Q3 2017 Nov 08, 2017	BUY	N/A	853	853 $49,000

Others Institutions Holding JPIN

# of Institutions

115

Shares Held

4.21M

Call Options Held

0

Put Options Held

0

About JP MORGAN DIVERSIFIED RETURN I

Ticker JPIN
Sector ETFs
Industry ETFs

More about JPIN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.