AJ WEALTH STRATEGIES, LLC – Transaction History
AJ WEALTH STRATEGIES, LLC portfolio value:
834,000
portfolio value
AJ WEALTH STRATEGIES, LLC quarter portfolio value change:
-10.21%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -95K | 48.63K | ||
| Q2 2022 | share | Decrease | -40.42% | -33K shares | -851K | 48.63K | |
| Q1 2022 | share | Increase | +7.77% | 5.88K shares | -15K | 81.63K | |
| Q4 2021 | share | Increase | +0.53% | 396 shares | -47K | 75.75K | |
| Q3 2021 | share | Increase | +7.94% | 5.54K shares | 121K | 75.35K | |
| Q2 2021 | share | Increase | +120.45% | 38.14K shares | 953K | 69.81K | |
| Q1 2021 | share | Increase | +38.66% | 8.83K shares | 230K | 31.66K | |
| Q4 2020 | share | Increase | +30.23% | 5.30K shares | 152K | 22.83K | |
| Q3 2020 | share | Decrease | -9.13% | -1.76K shares | -12K | 17.53K | |
| Q2 2020 | share | 0.00% | 0 shares | 55K | 19.3K | ||
| Q1 2020 | share | Increase | +63.56% | 7.5K shares | 46K | 19.3K | |
| Q4 2019 | share | Increase | 0.00% | 11.8K shares | 297K | 11.8K |