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

Williams Jones Wealth Management, Llc.

20,355

Previous 20,334 0.1%

Previous $0 NaN%

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	N/A	21 Added 0.1%	20,355 $0
Q3 2024 Nov 14, 2024	BUY	N/A	1 Added 0.0%	20,334 $0
Q2 2024 Aug 05, 2024	BUY	N/A	2 Added 0.01%	20,333 $0
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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