Williams Jones Wealth Management, Llc. Global X Copper Miners ETF Transaction History

Williams Jones Wealth Management, Llc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$26.52 - $32.55 $9,282 - $11,392	-350 Reduced 3.78%	8,900 $252,000
Q2 2022 Aug 15, 2022	BUY	$30.38 - $46.85 $89,621 - $138,207	2,950 Added 46.83%	9,250 $281,000
Q1 2022 May 16, 2022	BUY	$36.71 - $46.47 $31,203 - $39,499	850 Added 15.6%	6,300 $287,000
Q4 2021 Feb 14, 2022	BUY	$34.23 - $40.1 $186,553 - $218,545	5,450 New	5,450 $201,000

179

17.3M

306K

517K

Get notified when there are updates to the investment portfolio of Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.