Lji Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Lji Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	$50.31 - $58.65 $3,722 - $4,340	74 Added 0.42%	17,728 $1.04 Billion
Q3 2023 Feb 02, 2024	BUY	$52.22 - $56.31 $28,721 - $30,970	550 Added 3.22%	17,654 $927 Million
Q2 2023 Feb 02, 2024	BUY	$49.75 - $54.44 $28,805 - $31,520	579 Added 3.5%	17,104 $931 Million
Q1 2023 Feb 02, 2024	SELL	$46.97 - $51.65 $28,463 - $31,299	-606 Reduced 3.54%	16,525 $833 Million
Q4 2022 Jan 02, 2024	BUY	$46.29 - $50.41 $792,993 - $863,573	17,131 New	17,131 $810 Million

603

83.6M

131K

100

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