4 J Wealth Management LLC Closed Holding Positions

4 J Wealth Management LLC

  • $114 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Aug 01, 2022
2,072
$93.29 - $138.58 $193K - $287K
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
322
$30.35 - $72.73 $9.77K - $23.4K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2022 Filed on Aug 01, 2022
13,913
$88.4 - $105.81 $1.23M - $1.47M
FSK
Fs Kkr Capital Corp

Financial Services
Q2 2022 Filed on Aug 01, 2022
10,016
$18.37 - $23.1 $184K - $231K
SE
Sea LTD

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
3,552
$57.11 - $132.72 $203K - $471K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q2 2022 Filed on Aug 01, 2022
39,045
$24.32 - $27.85 $950K - $1.09M
MBB
Ishares Tr

ETFs
Q2 2022 Filed on Aug 01, 2022
4,374
$94.4 - $101.46 $413K - $444K
DDOG
Datadog, Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
1,661
$81.99 - $156.56 $136K - $260K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2022 Filed on Aug 01, 2022
2,219
$99.01 - $106.84 $220K - $237K
IAC
Iac/Inter Active Corp

Communication Services
Q2 2022 Filed on Aug 01, 2022
4,317
$72.63 - $105.48 $314K - $455K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
3,505
$43.47 - $59.67 $152K - $209K
SQ
Block, Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
1,450
$88.72 - $164.03 $129K - $238K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
5,488
$39.83 - $65.74 $219K - $361K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
23,550
$72.45 - $85.55 $1.71M - $2.01M
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
521
$299.33 - $412.84 $156K - $215K
EMB
Ishares Tr

ETFs
Q4 2021 Filed on Jan 20, 2022
23,911
$106.57 - $110.92 $2.55M - $2.65M
XT
Ishares Tr Exponential Technol

ETFs
Q3 2021 Filed on Oct 19, 2021
4,820
$61.98 - $66.61 $299K - $321K
General Electric CO
Q3 2021 Filed on Oct 19, 2021
22,910
N/A
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2021 Filed on Jul 13, 2021
5,150
$55.06 - $60.62 $284K - $312K
MTCH
Match Group, Inc.

Communication Services
Q2 2021 Filed on Jul 13, 2021
3,704
$136.81 - $164.27 $507K - $608K
IEMG
Ishares Inc

ETFs
Q2 2021 Filed on Jul 13, 2021
12,308
$63.17 - $68.14 $777K - $839K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2021 Filed on Jul 13, 2021
37,562
$42.32 - $45.78 $1.59M - $1.72M
EFG
Msci Eafe Growth ETF

ETFs
Q1 2021 Filed on Apr 13, 2021
4,155
$97.17 - $105.39 $404K - $438K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
Q1 2021 Filed on Apr 13, 2021
2,188
$94.42 - $96.52 $207K - $211K
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