Personal Cfo Solutions, LLC J P Morgan Diversified Return Transaction History

Personal Cfo Solutions, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$41.74 - $45.2 $90,450 - $97,948	2,167 Added 7.38%	31,548 $1.43 Million
Q4 2023 Feb 13, 2024	BUY	$36.92 - $44.74 $113,898 - $138,022	3,085 Added 11.73%	29,381 $1.29 Million
Q3 2023 Nov 13, 2023	BUY	$38.77 - $43.1 $247,817 - $275,495	6,392 Added 32.11%	26,296 $1.03 Million
Q2 2023 Aug 10, 2023	BUY	$37.79 - $40.96 $255,498 - $276,930	6,761 Added 51.44%	19,904 $815,000
Q1 2023 May 09, 2023	BUY	$37.92 - $43.54 $103,521 - $118,864	2,730 Added 26.22%	13,143 $523,000
Q4 2022 Feb 14, 2023	BUY	$36.1 - $41.8 $375,909 - $435,263	10,413 New	10,413 $403,000

8.06M

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