Beta Wealth Group, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Beta Wealth Group, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 01, 2022	BUY	$50.25 - $50.72 $100 - $101	2 Added 0.02%	11,963 $602,000
Q2 2022 Aug 05, 2022	SELL	$50.42 - $50.72 $196,789 - $197,960	-3,903 Reduced 24.6%	11,961 $606,000
Q1 2022 May 12, 2022	SELL	$50.56 - $51.05 $1.46 Million - $1.47 Million	-28,782 Reduced 64.47%	15,864 $803,000
Q3 2021 Nov 12, 2021	BUY	$51.03 - $51.1 $25,872 - $25,907	507 Added 1.15%	44,646 $2.28 Million
Q2 2021 Aug 16, 2021	BUY	$51.02 - $51.09 $1.5 Million - $1.5 Million	29,388 Added 199.23%	44,139 $2.25 Million
Q1 2021 May 11, 2021	BUY	$51.0 - $51.08 $752,301 - $753,481	14,751 New	14,751 $753,000

463

41.5M

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

Stay updated on Beta Wealth Group, Inc. with notifications on news.