Williams Jones Wealth Management, Llc. JPMORGAN TR II EQTY INCOME SL Transaction History

Williams Jones Wealth Management, Llc.

  • $7.73 Billion
  • Q1 2024
Number of Shares
20,331
Previous 20,330 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 07, 2024
BUY
N/A
1 Added 0.0%
20,331 $0
Q4 2023

Feb 14, 2024
BUY
N/A
317 Added 1.58%
20,330 $0
Q4 2022

Feb 14, 2023
SELL
N/A
-798 Reduced 3.83%
20,013 $0
Q1 2022

May 16, 2022
SELL
N/A
-1,727 Reduced 7.66%
20,811 $495,000
Q4 2021

Feb 14, 2022
BUY
N/A
39 Added 0.17%
22,538 $538,000
Q3 2021

Nov 15, 2021
BUY
N/A
1,688 Added 8.11%
22,499 $505,000
Q2 2021

Aug 16, 2021
SELL
N/A
-2,111 Reduced 9.21%
20,811 $474,000
Q1 2021

May 17, 2021
BUY
N/A
2,111 Added 10.14%
22,922 $493,000
Q3 2019

Nov 14, 2019
BUY
N/A
20,811 New
20,811 $385,000
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