Sheets Smith Wealth Management Jp Morgan Ultra Short Mun Inco Transaction History

Sheets Smith Wealth Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 26, 2023	BUY	$50.47 - $50.79 $198,296 - $199,553	3,929 Added 7703.92%	3,980 $202,000
Q1 2023 May 12, 2023	SELL	$50.47 - $50.79 $198,296 - $199,553	-3,929 Reduced 98.72%	51 $2,000
Q3 2022 Nov 01, 2022	SELL	$50.25 - $50.72 $800,532 - $808,020	-15,931 Reduced 80.01%	3,980 $200,000
Q2 2022 Jul 27, 2022	BUY	$50.42 - $50.72 $803,241 - $808,020	15,931 Added 400.28%	19,911 $1.01 Million
Q3 2021 Oct 15, 2021	BUY	$51.03 - $51.1 $203,099 - $203,378	3,980 New	3,980 $203,000

447

40.1M

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