Meridian Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Meridian Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$50.57 - $50.75 $214,315 - $215,078	4,238 New	4,238 $215,000
Q4 2023 Feb 08, 2024	SELL	$50.29 - $50.88 $64,119 - $64,872	-1,275 Reduced 10.95%	10,369 $526,000
Q3 2023 Oct 17, 2023	BUY	$50.45 - $50.66 $213,252 - $214,139	4,227 Added 56.99%	11,644 $587,000
Q2 2023 Aug 02, 2023	SELL	$50.49 - $50.76 $7,977 - $8,020	-158 Reduced 2.09%	7,417 $375,000
Q1 2023 May 12, 2023	BUY	$50.47 - $50.79 $79,994 - $80,502	1,585 Added 26.46%	7,575 $384,000
Q4 2022 Feb 13, 2023	BUY	$50.24 - $50.61 $300,937 - $303,153	5,990 New	5,990 $302,000

471

43.9M

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