Forvis Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Forvis Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 02, 2023	SELL	$50.24 - $50.61 $367,053 - $369,756	-7,306 Reduced 62.24%	4,432 $223,000
Q3 2022 Oct 13, 2022	BUY	$50.25 - $50.72 $269,591 - $272,112	5,365 Added 84.18%	11,738 $590,000
Q2 2022 Jul 22, 2022	SELL	$50.42 - $50.72 $1.26 Million - $1.26 Million	-24,926 Reduced 79.64%	6,373 $323,000
Q1 2022 May 10, 2022	SELL	$50.56 - $51.05 $158,505 - $160,041	-3,135 Reduced 9.1%	31,299 $1.59 Million
Q4 2021 Jan 14, 2022	BUY	$50.99 - $51.08 $857,192 - $858,705	16,811 Added 95.39%	34,434 $1.76 Million
Q3 2021 Oct 14, 2021	BUY	$51.03 - $51.1 $899,301 - $900,535	17,623 New	17,623 $900,000

463

41.4M

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