Jacobi Capital Management LLC Alps ETF Tr Clean Energy ETF Transaction History

Jacobi Capital Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 05, 2022	SELL	$43.79 - $65.05 $151,031 - $224,357	-3,449 Closed	0 $0
Q1 2022 May 06, 2022	SELL	$48.6 - $65.5 $5,734 - $7,729	-118 Reduced 3.31%	3,449 $218,000
Q4 2021 Feb 14, 2022	SELL	$61.41 - $81.83 $42,557 - $56,708	-693 Reduced 16.27%	3,567 $229,000
Q3 2021 Nov 15, 2021	SELL	$65.61 - $75.33 $2,033 - $2,335	-31 Reduced 0.72%	4,260 $282,000
Q2 2021 Aug 12, 2021	SELL	$61.84 - $78.24 $6,184 - $7,823	-100 Reduced 2.28%	4,291 $325,000
Q1 2021 May 11, 2021	BUY	$70.86 - $100.32 $311,146 - $440,505	4,391 New	4,391 $343,000

2.35M

Get notified when there are updates to the investment portfolio of Jacobi Capital Management LLC, based on Form 13F filings with the SEC.

Stay updated on Jacobi Capital Management LLC with notifications on news.