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

1,166

280M

307K

341K

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