Williams Jones Wealth Management, Llc. ROYCE FD PENN MUT INV Transaction History

Williams Jones Wealth Management, Llc.

14,481

Previous 13,304 8.85%

Previous $0 NaN%

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	N/A	1,177 Added 8.85%	14,481 $0
Q4 2023 Feb 14, 2024	BUY	N/A	633 Added 5.0%	13,304 $0
Q4 2022 Feb 14, 2023	SELL	N/A	-4,251 Reduced 25.12%	12,671 $0
Q1 2022 May 16, 2022	BUY	N/A	1,635 Added 10.7%	16,922 $148,000
Q4 2021 Feb 14, 2022	BUY	N/A	2,221 Added 17.0%	15,287 $148,000
Q2 2021 Aug 16, 2021	SELL	N/A	-4,504 Reduced 25.63%	13,066 $156,000
Q1 2021 May 17, 2021	SELL	N/A	-1,035 Reduced 5.56%	17,570 $204,000
Q4 2020 Feb 16, 2021	BUY	N/A	914 Added 5.17%	18,605 $191,000
Q4 2019 Feb 14, 2020	BUY	N/A	395 Added 2.28%	17,691 $167,000
Q3 2019 Nov 14, 2019	BUY	N/A	17,296 New	17,296 $156,000

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