Foster Victor Wealth Advisors, LLC Jpmorgan Diversified Return Us Transaction History

Foster Victor Wealth Advisors, LLC

$1.38 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 26, 2020	SELL	$68.99 - $77.52 $470,166 - $528,298	-6,815 Closed	0 $0
Q2 2020 Aug 03, 2020	SELL	$55.84 - $75.47 $13.3 Million - $17.9 Million	-237,344 Reduced 97.21%	6,815 $473,000
Q1 2020 Apr 29, 2020	BUY	$49.95 - $81.47 $284,465 - $463,971	5,695 Added 2.39%	244,159 $15.1 Million
Q4 2019 Jan 13, 2020	SELL	$73.54 - $80.24 $423,075 - $461,620	-5,753 Reduced 2.36%	238,464 $18.9 Million
Q3 2019 Oct 11, 2019	BUY	$75.53 - $76.66 $496,911 - $504,346	6,579 Added 2.77%	244,217 $18.2 Million
Q2 2019 Jul 16, 2019	SELL	N/A	-7,560 Reduced 3.08%	237,638 $18 Million
Q1 2019 May 03, 2019	SELL	N/A	-15,284 Reduced 5.87%	245,198 $17.9 Million
Q4 2018 Mar 04, 2019	BUY	N/A	260,482 New	260,482 $16.9 Million

Others Institutions Holding JPUS

# of Institutions

87

Shares Held

3.01M

Call Options Held

0

Put Options Held

0

About JPMORGAN DIVERSIFIED RETURN US

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