Wj Wealth Management, LLC Spdr Ser Tr Factset Innovative Transaction History

Wj Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 13, 2022	SELL	N/A	-1,868 Closed	0 $0
Q3 2021 Oct 15, 2021	SELL	N/A	-1,868 Reduced 50.0%	1,868 $404,000
Q3 2021 Oct 13, 2021	BUY	N/A	1,883 Added 101.62%	3,736 $404,000
Q2 2021 Aug 04, 2021	SELL	N/A	-1,837 Reduced 49.78%	1,853 $419,000
Q1 2021 Apr 28, 2021	SELL	N/A	-1,220 Reduced 24.85%	3,690 $771,000

Q4 2020 Jan 20, 2021	SELL	N/A	-548 Reduced 10.04%	4,910 $1.06 Million
Q3 2020 Oct 14, 2020	SELL	N/A	-24,711 Reduced 81.91%	5,458 $922,000
Q2 2020 Aug 03, 2020	BUY	N/A	30,169 New	30,169 $4.4 Million
Q1 2020 Apr 21, 2020	SELL	N/A	-1,880 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	N/A	1,880 New	1,880 $213,000

198K

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