Opes Wealth Management LLC Jp Morgan Ultra Short Mun Inco Transaction History

Opes Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	SELL	$50.29 - $50.88 $54,564 - $55,204	-1,085 Reduced 11.49%	8,360 $424,000
Q2 2022 Aug 10, 2022	SELL	$50.42 - $50.72 $1.79 Million - $1.81 Million	-35,590 Reduced 79.03%	9,445 $478,000
Q1 2022 May 05, 2022	SELL	$50.56 - $51.05 $77,862 - $78,617	-1,540 Reduced 3.31%	45,035 $2.28 Million
Q3 2021 Oct 29, 2021	BUY	$51.03 - $51.1 $970,386 - $971,717	19,016 Added 69.0%	46,575 $2.38 Million
Q2 2021 Aug 03, 2021	BUY	$51.02 - $51.09 $910,145 - $911,394	17,839 Added 183.53%	27,559 $1.41 Million
Q1 2021 May 10, 2021	BUY	$51.0 - $51.08 $495,720 - $496,497	9,720 New	9,720 $496,000

447

40.1M

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