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

111

9.92M

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

Stay updated on Personal Cfo Solutions, LLC with notifications on news.