Wj Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Wj Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 13, 2022	SELL	$65.94 - $72.42 $192,874 - $211,828	-2,925 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$66.5 - $72.84 $96,757 - $105,982	-1,455 Reduced 33.22%	2,925 $208,000
Q3 2021 Oct 15, 2021	SELL	$64.04 - $69.55 $280,495 - $304,629	-4,380 Reduced 50.0%	4,380 $292,000
Q3 2021 Oct 13, 2021	BUY	$64.04 - $69.55 $195,642 - $212,475	3,055 Added 53.55%	8,760 $292,000
Q2 2021 Aug 04, 2021	SELL	$66.04 - $70.76 $2,311 - $2,476	-35 Reduced 0.61%	5,705 $385,000
Q1 2021 Apr 28, 2021	BUY	$54.52 - $67.74 $312,944 - $388,827	5,740 New	5,740 $376,000

374

27.5M

400

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