Kwb Wealth Jp Morgan Ultra Short Mun Inco Transaction History

Kwb Wealth

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$50.45 - $50.66 $3,380 - $3,394	-67 Reduced 0.48%	14,004 $706,000
Q2 2023 Jul 24, 2023	BUY	$50.49 - $50.76 $1,817 - $1,827	36 Added 0.26%	14,071 $712,000
Q1 2023 Apr 07, 2023	SELL	$50.47 - $50.79 $20,389 - $20,519	-404 Reduced 2.8%	14,035 $712,000
Q4 2022 Feb 09, 2023	BUY	$50.24 - $50.61 $725,415 - $730,757	14,439 New	14,439 $729,000

447

40.1M

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