Amj Financial Wealth Management Closed Holding Positions

Amj Financial Wealth Management

  • $343 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IAI
Ishares Tr Us Broker Dealers &

ETFs
Q4 2021 Filed on Feb 10, 2022
3,902
$104.77 - $116.15 $409K - $453K
ELV
Elevance Health, Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
8,198
$370.08 - $467.67 $3.03M - $3.83M
KRE
Spdr S&P Regional Banking ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
9,824
$59.87 - $68.61 $588K - $674K
BKR
Baker Hughes CO

Energy
Q3 2021 Filed on Nov 12, 2021
191,359
$19.65 - $25.13 $3.76M - $4.81M
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
Q3 2021 Filed on Nov 12, 2021
32,599
$30.7 - $34.06 $1M - $1.11M
Cree Inc
Q3 2021 Filed on Nov 12, 2021
50,040
N/A
LUV
Southwest Airlines CO

Industrials
Q3 2021 Filed on Nov 12, 2021
71,315
$47.36 - $53.86 $3.38M - $3.84M
IWR
Ishares Russell Mid Cap ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
15,563
$76.44 - $82.59 $1.19M - $1.29M
IGE
Ishares Tr North Amern Nat Res

ETFs
Q3 2021 Filed on Nov 12, 2021
27,306
$26.9 - $30.8 $735K - $841K
APTV
Aptiv PLC

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
33,052
$142.3 - $169.76 $4.7M - $5.61M
ZG
Zillow Group, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
2,344
$86.88 - $121.5 $204K - $285K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
6,147
$104.62 - $113.69 $643K - $699K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2021 Filed on Aug 12, 2021
5,710
$278.74 - $313.3 $1.59M - $1.79M
SBGI
Sinclair Broadcast Group Inc

Communication Services
Q2 2021 Filed on Aug 12, 2021
16,841
$29.45 - $34.83 $496K - $587K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q2 2021 Filed on Aug 12, 2021
1,944
$141.9 - $151.95 $276K - $295K
EMB
Ishares Tr

ETFs
Q2 2021 Filed on Aug 12, 2021
42,469
$109.25 - $112.9 $4.64M - $4.79M
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2021 Filed on Aug 12, 2021
10,271
$76.86 - $81.95 $789K - $842K
INDA
Ishares Msci India Index Fund

ETFs
Q2 2021 Filed on Aug 12, 2021
5,130
$39.53 - $45.39 $203K - $233K
EEMA
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Aug 12, 2021
3,481
$87.12 - $93.94 $303K - $327K
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q2 2021 Filed on Aug 12, 2021
1,843
$107.82 - $130.21 $199K - $240K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2021 Filed on May 07, 2021
860
$253.15 - $290.67 $218K - $250K
Ishares Gold Trust ETF
Q1 2021 Filed on May 07, 2021
131,270
N/A
AU
Anglogold Ashanti LTD

Basic Materials
Q1 2021 Filed on May 07, 2021
25,302
$19.86 - $25.49 $502K - $645K
AMT
American Tower Corp

Real Estate
Q1 2021 Filed on May 07, 2021
13,791
$198.66 - $241.83 $2.74M - $3.34M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
Q1 2021 Filed on May 07, 2021
11,182
$33.11 - $34.06 $370K - $381K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q1 2021 Filed on May 07, 2021
16,457
$43.36 - $46.72 $714K - $769K
IEF
Ishares Barclays

ETFs
Q1 2021 Filed on May 07, 2021
1,837
$112.93 - $119.98 $207K - $220K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2021 Filed on May 07, 2021
7,940
$32.91 - $38.69 $261K - $307K
ABC
Amerisourcebergen Corp

Healthcare
Q1 2021 Filed on May 07, 2021
29,086
$96.5 - $119.06 $2.81M - $3.46M
CHTR
Charter Communications, Inc.

Communication Services
Q1 2021 Filed on May 07, 2021
7,101
$596.5 - $654.65 $4.24M - $4.65M
JD
Jd.Com, Inc.

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
45,256
$78.71 - $106.88 $3.56M - $4.84M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q4 2020 Filed on Feb 09, 2021
2,497
$86.32 - $86.46 $216K - $216K
WERN
Werner Enterprises Inc

Industrials
Q4 2020 Filed on Feb 09, 2021
95,557
$38.02 - $44.65 $3.63M - $4.27M
DLR
Digital Realty Trust, Inc.

Real Estate
Q4 2020 Filed on Feb 09, 2021
1,492
$128.09 - $159.06 $191K - $237K
KR
Kroger CO

Consumer Defensive
Q4 2020 Filed on Feb 09, 2021
8,544
$30.58 - $34.8 $261K - $297K
Widepoint Corp
Q4 2020 Filed on Feb 09, 2021
10,227
N/A
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2020 Filed on Feb 09, 2021
3,687
$135.95 - $157.09 $501K - $579K
INTC
Intel Corp

Technology
Q3 2020 Filed on Oct 23, 2020
10,797
$47.73 - $61.15 $515K - $660K
EXAS
Exact Sciences Corp

Healthcare
Q3 2020 Filed on Oct 23, 2020
21,583
$72.92 - $102.01 $1.57M - $2.2M
Hollyfrontier Corp Com
Q3 2020 Filed on Oct 23, 2020
89,755
N/A
Seagate Technology
Q3 2020 Filed on Oct 23, 2020
7,859
N/A
CVS
Cvs Health Corp

Healthcare
Q3 2020 Filed on Oct 23, 2020
70,501
$56.71 - $65.71 $4M - $4.63M
IBB
Ishares Biotechnology ETF

ETFs
Q3 2020 Filed on Oct 23, 2020
2,885
$126.88 - $145.8 $366K - $421K
LDOS
Leidos Holdings, Inc.

Technology
Q3 2020 Filed on Oct 23, 2020
35,064
$85.04 - $98.3 $2.98M - $3.45M
MBB
Ishares Tr

ETFs
Q3 2020 Filed on Oct 23, 2020
34,120
$110.22 - $110.82 $3.76M - $3.78M
SH
Proshares Short S&P500 New (De

ETFs
Q2 2020 Filed on Aug 05, 2020
30,832
$21.58 - $28.93 $665K - $892K
AMGN
Amgen Inc

Healthcare
Q2 2020 Filed on Aug 05, 2020
5,017
$197.81 - $242.74 $992K - $1.22M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q2 2020 Filed on Aug 05, 2020
57,110
$22.75 - $26.8 $1.3M - $1.53M
Prospect Capital Corporation 4.75 04/15/2020
Q2 2020 Filed on Aug 05, 2020
35,000
N/A
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