Prime Capital Investment Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Prime Capital Investment Advisors, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 24, 2024	SELL	$50.29 - $50.88 $40,232 - $40,704	-800 Reduced 9.33%	7,774 $394,000
Q3 2023 Nov 09, 2023	SELL	$50.45 - $50.66 $75,675 - $75,990	-1,500 Reduced 14.89%	8,574 $432,000
Q2 2023 Aug 08, 2023	BUY	$50.49 - $50.76 $20,196 - $20,304	400 Added 4.13%	10,074 $510,000
Q1 2023 May 05, 2023	SELL	$50.47 - $50.79 $396,139 - $398,650	-7,849 Reduced 44.79%	9,674 $491,000
Q4 2022 Feb 08, 2023	SELL	$50.24 - $50.61 $523,752 - $527,609	-10,425 Reduced 37.3%	17,523 $885,000
Q3 2022 Nov 08, 2022	SELL	$50.25 - $50.72 $105,525 - $106,512	-2,100 Reduced 6.99%	27,948 $1.41 Million
Q2 2022 Aug 12, 2022	BUY	$50.42 - $50.72 $355,662 - $357,778	7,054 Added 30.68%	30,048 $1.52 Million
Q1 2022 May 09, 2022	SELL	$50.56 - $51.05 $157,241 - $158,765	-3,110 Reduced 11.91%	22,994 $1.17 Million
Q4 2021 Feb 07, 2022	BUY	$50.99 - $51.08 $441,777 - $442,557	8,664 Added 49.68%	26,104 $1.33 Million
Q3 2021 Nov 09, 2021	BUY	$51.03 - $51.1 $19,034 - $19,060	373 Added 2.19%	17,440 $891,000
Q2 2021 Aug 12, 2021	SELL	$51.02 - $51.09 $377,905 - $378,423	-7,407 Reduced 30.26%	17,067 $871,000
Q1 2021 May 07, 2021	SELL	$51.0 - $51.08 $71,043 - $71,154	-1,393 Reduced 5.39%	24,474 $1.25 Million
Q4 2020 Feb 03, 2021	SELL	$50.98 - $51.08 $115,877 - $116,104	-2,273 Reduced 8.08%	25,867 $1.32 Million
Q3 2020 Nov 06, 2020	BUY	$50.93 - $51.06 $442,479 - $443,609	8,688 Added 44.66%	28,140 $1.44 Million
Q2 2020 Jul 17, 2020	BUY	$50.01 - $50.99 $972,794 - $991,857	19,452 New	19,452 $992,000

445

36.9M

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