Wj Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wj Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$113.45 - $115.33 $3.59 Million - $3.65 Million	-31,634 Closed	0 $0
Q3 2021 Oct 15, 2021	SELL	$114.77 - $116.58 $227,474 - $231,061	-1,982 Reduced 5.9%	31,634 $3.64 Million
Q3 2021 Oct 13, 2021	BUY	$114.77 - $116.58 $3.54 Million - $3.6 Million	30,873 Added 1125.52%	33,616 $3.64 Million
Q2 2021 Aug 04, 2021	BUY	$113.78 - $115.33 $29,696 - $30,101	261 Added 10.52%	2,743 $316,000
Q1 2021 Apr 28, 2021	SELL	$113.42 - $118.04 $200,526 - $208,694	-1,768 Reduced 41.6%	2,482 $283,000
Q4 2020 Jan 20, 2021	BUY	$117.06 - $118.42 $497,505 - $503,285	4,250 New	4,250 $502,000

1,968

1.07B

115K

548K

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

Stay updated on Wj Wealth Management, LLC with notifications on news.