Lwm Advisory Services, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Lwm Advisory Services, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$49.94 - $50.25 $68,068 - $68,490	-1,363 Reduced 19.72%	5,550 $278,000
Q2 2023 Aug 07, 2023	BUY	$50.04 - $50.36 $98,378 - $99,007	1,966 Added 39.74%	6,913 $346,000
Q1 2023 May 02, 2023	BUY	$50.12 - $50.36 $17,742 - $17,827	354 Added 7.71%	4,947 $248,000
Q4 2022 Feb 07, 2023	BUY	$50.0 - $50.25 $229,650 - $230,798	4,593 New	4,593 $230,000
Q2 2022 Aug 15, 2022	BUY	$50.06 - $50.26 $344,462 - $345,839	6,881 New	6,881 $345,000

1,054

365M

4.68K

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