AJ WEALTH STRATEGIES, LLC – SPDR S&P MIDCAP 400 ETF Trust Transaction History
AJ WEALTH STRATEGIES, LLC portfolio value:
$527,000
portfolio value
AJ WEALTH STRATEGIES, LLC quarter portfolio value change:
-2.86%
quarter
SPDR S&P MIDCAP 400 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.15% | 2 shares | -14K | $401.66 | 1.31K |
| Q2 2022 | share | Increase | +0.15% | 2 shares | -100K | $413.49 | 1.30K |
| Q1 2022 | share | Increase | +172.86% | 828 shares | 393K | $490.45 | 1.30K |
| Q4 2021 | share | 0.00% | 0 shares | 18K | $517.09 | 479 | |
| Q3 2021 | share | Increase | 0.00% | 479 shares | 230K | $480.88 | 479 |