Williams Jones Wealth Management, Llc. FIDELITY TREND FD INC COM Transaction History

Williams Jones Wealth Management, Llc.

  • $7.73 Billion
  • Q1 2024
Number of Shares
1,170
Holding current value
$0
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
N/A
1,170 New
1,170 $0
Q2 2022

Aug 15, 2022
SELL
N/A
-1,587 Closed
0 $0
Q1 2022

May 16, 2022
SELL
N/A
-130 Reduced 7.57%
1,587 $238,000
Q4 2021

Feb 14, 2022
BUY
N/A
1,717 New
1,717 $295,000
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