Core Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Core Wealth Advisors, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$54.75 - $57.86 $12,099 - $12,787	221 Added 9.62%	2,518 $145,000
Q4 2023 Feb 14, 2024	SELL	$51.51 - $55.33 $8,293 - $8,908	-161 Reduced 6.55%	2,297 $126,000
Q3 2023 Nov 13, 2023	SELL	$53.5 - $55.92 $22,844 - $23,877	-427 Reduced 14.8%	2,458 $131,000
Q2 2023 Aug 14, 2023	SELL	$53.85 - $55.4 $306,998 - $315,835	-5,701 Reduced 66.4%	2,885 $159,000
Q1 2023 Apr 27, 2023	BUY	$52.13 - $55.7 $111,297 - $118,919	2,135 Added 33.1%	8,586 $468,000
Q4 2022 Feb 14, 2023	BUY	$50.88 - $56.78 $308,027 - $343,746	6,054 Added 1524.94%	6,451 $351,000
Q3 2022 Nov 10, 2022	BUY	$51.23 - $57.83 $20,338 - $22,958	397 New	397 $20,000

1,170

280M

307K

341K

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

Stay updated on Core Wealth Advisors, Inc. with notifications on news.