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	N/A	-15 Reduced 0.05%	29,004 $542,000
Q2 2022 Aug 04, 2022	BUY	N/A	29,019 New	29,019 $612,000
Q4 2019 Feb 14, 2020	SELL	N/A	-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

504

248M

36K

1.6K

Get notified when there are updates to the investment portfolio of Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

Stay updated on Aj Wealth Strategies, LLC with notifications on news.