Williams Jones Wealth Management, Llc. VANGUARD SPECIALIZED PORTFOLIO Transaction History

Williams Jones Wealth Management, Llc.

5,076

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	N/A	5,076 New	5,076 $0
Q3 2023 Nov 14, 2023	SELL	N/A	-50 Reduced 1.85%	2,646 $0
Q1 2023 May 15, 2023	BUY	N/A	50 Added 1.89%	2,696 $0
Q4 2022 Feb 14, 2023	BUY	N/A	28 Added 1.07%	2,646 $0
Q2 2022 Aug 15, 2022	BUY	N/A	2,618 New	2,618 $222,000
Q4 2021 Feb 14, 2022	SELL	N/A	-2,091 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	N/A	2,091 New	2,091 $207,000
Q1 2021 May 17, 2021	SELL	N/A	-2,974 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	N/A	-573 Reduced 16.15%	2,974 $271,000
Q3 2020 Nov 13, 2020	BUY	N/A	3,547 New	3,547 $326,000

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