Sterling Investment Advisors, Ltd. Jp Morgan Ultra Short Mun Inco Transaction History

Sterling Investment Advisors, Ltd.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	SELL	$50.24 - $50.61 $50,240 - $50,610	-1,000 Reduced 18.18%	4,500 $227,000
Q2 2022 Aug 05, 2022	SELL	$50.42 - $50.72 $50,420 - $50,720	-1,000 Reduced 15.38%	5,500 $279,000
Q4 2021 Feb 02, 2022	SELL	$50.99 - $51.08 $346,732 - $347,344	-6,800 Reduced 51.13%	6,500 $332,000
Q3 2021 Nov 09, 2021	SELL	$51.03 - $51.1 $40,824 - $40,880	-800 Reduced 5.67%	13,300 $679,000
Q2 2021 Jul 29, 2021	SELL	$51.02 - $51.09 $45,918 - $45,981	-900 Reduced 6.0%	14,100 $720,000
Q4 2020 Jan 21, 2021	BUY	$50.98 - $51.08 $229,410 - $229,860	4,500 Added 42.86%	15,000 $766,000
Q3 2020 Oct 26, 2020	BUY	$50.93 - $51.06 $534,765 - $536,130	10,500 New	10,500 $535,000

447

40.1M

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