Williams Jones Wealth Management, Llc. Spdr Portfolio Transaction History

Williams Jones Wealth Management, Llc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$43.23 - $47.8 $250,647 - $277,144	-5,798 Reduced 26.32%	16,230 $710,000
Q1 2022 May 16, 2022	BUY	$44.15 - $50.14 $233,906 - $265,641	5,298 Added 31.67%	22,028 $1.04 Million
Q2 2021 Aug 16, 2021	SELL	$45.87 - $48.58 $45,870 - $48,580	-1,000 Reduced 5.64%	16,730 $790,000
Q1 2021 May 17, 2021	BUY	$39.79 - $47.1 $59,685 - $70,650	1,500 Added 9.24%	17,730 $811,000
Q1 2020 May 15, 2020	BUY	$21.39 - $37.02 $347,159 - $600,834	16,230 New	16,230 $411,000

619

178M

100

300

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