Bison Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Bison Wealth, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	SELL	$50.29 - $50.88 $14,684 - $14,856	-292 Reduced 4.59%	6,068 $307,000
Q3 2023 Nov 13, 2023	SELL	$50.45 - $50.66 $87,682 - $88,047	-1,738 Reduced 21.46%	6,360 $320,000
Q2 2023 Aug 14, 2023	BUY	$50.49 - $50.76 $80,026 - $80,454	1,585 Added 24.34%	8,098 $410,000
Q1 2023 May 15, 2023	SELL	$50.47 - $50.79 $76,462 - $76,946	-1,515 Reduced 18.87%	6,513 $330,000
Q4 2022 Feb 10, 2023	BUY	$50.24 - $50.61 $403,326 - $406,297	8,028 New	8,028 $405,000

463

41.3M

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