Sja Financial Advisory, LLC Closed Holding Positions

Sja Financial Advisory, LLC

  • $136 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BWX
Spdr Bloomberg International T

ETFs
Q2 2022 Filed on Aug 03, 2022
9,855
$22.55 - $25.97 $222K - $256K
IGOV
Ishares 1 3 International Trea

ETFs
Q2 2022 Filed on Aug 03, 2022
17,461
$39.5 - $46.3 $690K - $808K
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2022 Filed on Aug 03, 2022
9,775
$104.73 - $109.51 $1.02M - $1.07M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2022 Filed on Aug 03, 2022
6,751
$46.62 - $50.36 $315K - $340K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q2 2022 Filed on Aug 03, 2022
38,029
$20.22 - $22.75 $769K - $865K
CXH
Mfs Investment Grade Municipal Trust

Financial Services
Q2 2022 Filed on Aug 03, 2022
33,478
$7.25 - $8.52 $243K - $285K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q2 2022 Filed on Aug 03, 2022
5,406
$46.78 - $48.31 $253K - $261K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q1 2022 Filed on Apr 21, 2022
23,708
$47.3 - $49.17 $1.12M - $1.17M
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q3 2021 Filed on Nov 08, 2021
2,154
$97.33 - $103.96 $210K - $224K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2021 Filed on May 14, 2021
3,433
$75.75 - $89.99 $260K - $309K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q3 2020 Filed on Nov 06, 2020
4,370
$46.51 - $54.78 $203K - $239K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2020 Filed on May 11, 2020
5,613
$13.54 - $24.27 $76K - $136K
HDV
Ishares Core High Dividend ETF

ETFs
Q4 2019 Filed on Feb 05, 2020
2,168
$91.22 - $98.37 $198K - $213K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q3 2019 Filed on Oct 30, 2019
1,977
$114.63 - $118.1 $227K - $233K
DE
Deere & CO

Industrials
Q1 2019 Filed on May 03, 2019
1,960
$144.05 - $165.97 $282K - $325K
MMM
3 M CO

Industrials
Q1 2019 Filed on May 03, 2019
3,506
$183.76 - $210.58 $644K - $738K
JCI
Johnson Controls International PLC

Industrials
Q1 2019 Filed on May 03, 2019
29,677
$30.01 - $36.96 $891K - $1.1M
ATO
Atmos Energy Corp

Utilities
Q1 2019 Filed on May 03, 2019
4,595
$89.85 - $103.72 $413K - $477K
EMR
Emerson Electric CO

Industrials
Q1 2019 Filed on May 03, 2019
10,760
$58.46 - $69.26 $629K - $745K
INTC
Intel Corp

Technology
Q1 2019 Filed on May 03, 2019
7,000
$44.49 - $54.64 $311K - $382K
KO
Coca Cola CO

Consumer Defensive
Q1 2019 Filed on May 03, 2019
4,330
$44.69 - $49.79 $194K - $216K
JNJ
Johnson & Johnson

Healthcare
Q1 2019 Filed on May 03, 2019
13,635
$125.72 - $139.79 $1.71M - $1.91M
ITW
Illinois Tool Works Inc

Industrials
Q1 2019 Filed on May 03, 2019
1,634
$123.45 - $146.47 $202K - $239K
Retail Pptys Amer Inc Cl A
Q4 2018 Filed on Jan 28, 2019
10,000
N/A
HYG
Ishares Tr

ETFs
Q2 2018 Filed on Aug 08, 2018
2,473
$84.96 - $86.46 $210K - $214K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2018 Filed on May 11, 2018
2,902
$92.74 - $102.88 $269K - $299K
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