Montag A & Associates Inc Jpmorgan Chase & CO Alerian Ml Transaction History

Montag A & Associates Inc

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$25.35 - $28.49 $50,700 - $56,980	-2,000 Reduced 69.78%	866 $24,000
Q4 2023 Feb 07, 2024	BUY	$23.75 - $25.99 $23,750 - $25,990	1,000 Added 53.59%	2,866 $72,000
Q3 2023 Nov 09, 2023	SELL	$22.87 - $24.87 $11,435 - $12,435	-500 Reduced 21.13%	1,866 $46,000
Q4 2020 Feb 12, 2021	BUY	N/A	2,366 New	2,366 $33,000
Q4 2018 Feb 06, 2019	SELL	N/A	-7,510 Closed	0 $0
Q3 2018 Nov 07, 2018	BUY	N/A	7,510 New	7,510 $206,000
Q1 2018 May 07, 2018	SELL	N/A	-69,150 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	59,150 Added 591.5%	69,150 $1.9 Million
Q3 2017 Nov 06, 2017	BUY	N/A	10,000	10,000 $282,000

662K

200

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