Lwm Advisory Services, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Lwm Advisory Services, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$50.45 - $50.66 $38,039 - $38,197	754 New	754 $38,000
Q1 2023 May 02, 2023	SELL	$50.47 - $50.79 $474,771 - $477,781	-9,407 Reduced 37.2%	15,883 $806,000
Q4 2022 Feb 07, 2023	SELL	$50.24 - $50.61 $13,363 - $13,462	-266 Reduced 1.04%	25,290 $1.28 Million
Q3 2022 Nov 16, 2022	BUY	$50.25 - $50.72 $1.28 Million - $1.3 Million	25,556 New	25,556 $1.29 Million

463

41.5M

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