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

Wj Wealth Management, LLC

$267 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$127.82 - $191.5 $238,767 - $357,722	-1,868 Closed	0 $0
Q3 2021 Oct 15, 2021	SELL	$208.2 - $233.01 $388,917 - $435,262	-1,868 Reduced 50.0%	1,868 $404,000
Q3 2021 Oct 13, 2021	BUY	$208.2 - $233.01 $392,040 - $438,757	1,883 Added 101.62%	3,736 $404,000
Q2 2021 Aug 04, 2021	SELL	$188.57 - $230.21 $346,403 - $422,895	-1,837 Reduced 49.78%	1,853 $419,000
Q1 2021 Apr 28, 2021	SELL	$202.31 - $262.15 $246,818 - $319,823	-1,220 Reduced 24.85%	3,690 $771,000
Q4 2020 Jan 20, 2021	SELL	$169.47 - $224.51 $92,869 - $123,031	-548 Reduced 10.04%	4,910 $1.06 Million
Q3 2020 Oct 14, 2020	SELL	$148.91 - $180.92 $3.68 Million - $4.47 Million	-24,711 Reduced 81.91%	5,458 $922,000
Q2 2020 Aug 03, 2020	BUY	$92.02 - $147.01 $2.78 Million - $4.44 Million	30,169 New	30,169 $4.4 Million
Q1 2020 Apr 21, 2020	SELL	$84.08 - $126.89 $158,070 - $238,553	-1,880 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$97.98 - $114.69 $184,202 - $215,617	1,880 New	1,880 $213,000

Others Institutions Holding XITK

# of Institutions

45

Shares Held

200K

Call Options Held

0

Put Options Held

0

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