Wj Wealth Management, LLC Blackrock Short Maturity Bond Transaction History

Wj Wealth Management, LLC

$249 Million
Q1 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 27,950 shares of NEAR stock, worth $1.41 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

27,950

Previous 29,250 4.44%

Holding current value

$1.41 Million

Previous $1.48 Million 4.54%

% of portfolio

0.57%

Previous 0.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$49.03 - $49.3 $237,795 - $239,105	4,850 New	4,850 $238,000
Q1 2020 Apr 21, 2020	SELL	N/A	-5,675 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	N/A	5,675 New	5,675 $285,000

Others Institutions Holding NEAR

# of Institutions

348

Shares Held

40.6M

Call Options Held

Put Options Held

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About BLACKROCK SHORT MATURITY BOND

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Wj Wealth Management, LLC Blackrock Short Maturity Bond Transaction History