Motive Wealth Advisors Jpmorgan Diversified Return Us Transaction History

Motive Wealth Advisors

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 03, 2022	SELL	$89.02 - $106.83 $343,261 - $411,936	-3,856 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$97.56 - $106.35 $233,363 - $254,389	-2,392 Reduced 38.28%	3,856 $403,000
Q4 2021 Feb 08, 2022	BUY	$96.89 - $106.04 $605,368 - $662,537	6,248 New	6,248 $663,000
Q3 2021 Nov 16, 2021	SELL	$94.94 - $101.67 $203,076 - $217,472	-2,139 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$92.22 - $98.22 $197,258 - $210,092	2,139 New	2,139 $207,000

3.01M

Get notified when there are updates to the investment portfolio of Motive Wealth Advisors, based on Form 13F filings with the SEC.

Stay updated on Motive Wealth Advisors with notifications on news.