New Edge Advisors, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

New Edge Advisors, LLC

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$25.35 - $28.49 $129,158 - $145,156	5,095 Added 35.07%	19,625 $559,000
Q4 2023 Feb 13, 2024	SELL	$23.75 - $25.99 $429,400 - $469,899	-18,080 Reduced 55.44%	14,530 $368,000
Q3 2023 Nov 14, 2023	BUY	$22.87 - $24.87 $68,266 - $74,236	2,985 Added 10.08%	32,610 $805,000
Q2 2023 Aug 14, 2023	BUY	$21.7 - $23.09 $86,800 - $92,360	4,000 Added 15.61%	29,625 $678,000
Q1 2023 May 12, 2023	SELL	$20.96 - $23.77 $14,420 - $16,353	-688 Reduced 2.61%	25,625 $568,000
Q4 2022 Feb 14, 2023	BUY	$21.04 - $23.04 $103,958 - $113,840	4,941 Added 23.12%	26,313 $572,000
Q3 2022 Nov 14, 2022	BUY	N/A	6,593 Added 44.61%	21,372 $429,000
Q2 2022 Aug 09, 2022	BUY	N/A	2,565 Added 21.0%	14,779 $280,000
Q1 2022 May 13, 2022	SELL	N/A	-13,462 Reduced 52.43%	12,214 $255,000
Q4 2021 Feb 17, 2022	BUY	N/A	13,861 Added 117.32%	25,676 $458,000
Q3 2021 Oct 29, 2021	BUY	N/A	1,305 Added 12.42%	11,815 $215,000
Q2 2021 Jul 22, 2021	BUY	N/A	10,510 New	10,510 $207,000
Q4 2019 Jan 31, 2020	SELL	N/A	-15,359 Closed	0 $0
Q3 2019 Nov 06, 2019	SELL	N/A	-487 Reduced 3.07%	15,359 $354,000
Q2 2019 Aug 05, 2019	BUY	N/A	948 Added 6.36%	15,846 $398,000
Q1 2019 May 14, 2019	SELL	N/A	-9,220 Reduced 38.23%	14,898 $380,000
Q1 2019 May 09, 2019	BUY	N/A	308 Added 1.29%	24,118 $1,000
Q4 2018 Jan 29, 2019	BUY	N/A	9,470 Added 66.04%	23,810 $531,000
Q3 2018 Oct 29, 2018	BUY	N/A	531 Added 3.85%	14,340 $394,000
Q2 2018 Jul 19, 2018	BUY	N/A	12,459 Added 922.89%	13,809 $359,000
Q2 2017 Aug 16, 2017	BUY	N/A	1,350	1,350 $0

662K

200

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