Hbk Sorce Advisory LLC Jp Morgan Ultra Short Mun Inco Transaction History

Hbk Sorce Advisory LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 25, 2024	SELL	$50.29 - $50.88 $21,373 - $21,624	-425 Reduced 6.01%	6,650 $337,000
Q3 2023 Nov 06, 2023	SELL	$50.45 - $50.66 $2,976 - $2,988	-59 Reduced 0.83%	7,075 $356,000
Q2 2023 Aug 04, 2023	SELL	$50.49 - $50.76 $360,195 - $362,121	-7,134 Reduced 50.0%	7,134 $361,000
Q4 2022 Feb 09, 2023	BUY	$50.24 - $50.61 $716,824 - $722,103	14,268 New	14,268 $721,000
Q2 2022 Aug 15, 2022	SELL	$50.42 - $50.72 $415,712 - $418,186	-8,245 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$50.99 - $51.08 $420,412 - $421,154	8,245 New	8,245 $421,000

463

41.3M

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