Wj Wealth Management, LLC Blackrock Short Maturity Bond Transaction History

Wj Wealth Management, LLC

  • $267 Million
  • Q3 2024

A detailed history of Wj Wealth Management, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Wj Wealth Management, LLC holds 20,150 shares of NEAR stock, worth $1.02 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
20,150
Previous 27,450 26.59%
Holding current value
$1.02 Million
Previous $1.38 Million 25.27%
% of portfolio
0.39%
Previous 0.51%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$50.09 - $51.31 $365,657 - $374,563
-7,300 Reduced 26.59%
20,150 $1.03 Million
Q2 2024

Aug 09, 2024
SELL
$49.93 - $50.33 $24,965 - $25,165
-500 Reduced 1.79%
27,450 $1.38 Million
Q1 2024

Apr 17, 2024
SELL
$50.23 - $50.75 $65,298 - $65,975
-1,300 Reduced 4.44%
27,950 $1.41 Million
Q4 2023

Jan 12, 2024
SELL
$49.7 - $50.52 $14,910 - $15,156
-300 Reduced 1.02%
29,250 $1.48 Million
Q3 2023

Oct 10, 2023
SELL
$49.55 - $49.89 $312,165 - $314,307
-6,300 Reduced 17.57%
29,550 $1.47 Million
Q2 2023

Jul 11, 2023
BUY
$49.48 - $49.72 $1.51 Million - $1.51 Million
30,425 Added 560.83%
35,850 $1.78 Million
Q1 2023

Apr 12, 2023
BUY
$49.26 - $49.62 $28,324 - $28,531
575 Added 11.86%
5,425 $269,000
Q4 2022

Feb 15, 2023
BUY
$49.01 - $49.3 $237,698 - $239,105
4,850 New
4,850 $238,000
Q1 2020

Apr 21, 2020
SELL
$45.53 - $50.41 $258,382 - $286,076
-5,675 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
$50.21 - $50.36 $284,941 - $285,793
5,675 New
5,675 $285,000

Others Institutions Holding NEAR

# of Institutions
348
Shares Held
38.7M
Call Options Held
0
Put Options Held
0
View Full List

About BLACKROCK SHORT MATURITY BOND

NEAR Quotes by TradingView
  • Ticker NEAR
  • Sector ETFs
  • Industry ETFs
More about NEAR
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