Aj Wealth Strategies, LLC Schwab Strategic U.S. Reit ETF Transaction History

Aj Wealth Strategies, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 27, 2022	SELL	$18.45 - $23.6 $276 - $354	-15 Reduced 0.05%	29,004 $542,000
Q2 2022 Aug 04, 2022	BUY	$20.18 - $25.97 $585,603 - $753,623	29,019 New	29,019 $612,000
Q4 2019 Feb 14, 2020	SELL	$22.24 - $24.07 $102,704 - $111,155	-4,618 Closed	0 $0
Q1 2019 May 13, 2019	BUY	N/A	4,618 New	4,618 $205,000
Q2 2018 Jul 19, 2018	SELL	N/A	-5,235 Closed	0 $0
Q4 2017 Jul 19, 2018	SELL	N/A	-535 Reduced 9.27%	5,235 $218,000
Q3 2017 Jul 19, 2018	SELL	N/A	-143 Reduced 2.42%	5,770 $237,000
Q2 2017 Jul 19, 2018	BUY	N/A	3 Added 0.05%	5,913 $244,000
Q1 2017 Jul 19, 2018	BUY	N/A	5,910	5,910 $241,000

531

175M

22.2K

84.6K

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