AJ WEALTH STRATEGIES, LLC – Transaction History
AJ WEALTH STRATEGIES, LLC portfolio value:
$6.21M
portfolio value
AJ WEALTH STRATEGIES, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.17% | -3.64K shares | -454K | $55.81 | 111.39K |
| Q2 2022 | share | Decrease | -51.60% | -122.63K shares | -11.11M | $57.99 | 115.03K |
| Q1 2022 | share | Increase | +325.71% | 181.84K shares | 13.21M | $74.82 | 237.66K |
| Q4 2021 | share | Decrease | -2.55% | -731 shares | 329K | $165.03 | 27.91K |
| Q3 2021 | share | Decrease | -2.99% | -884 shares | -68K | $148.09 | 28.64K |
| Q2 2021 | share | Decrease | -3.59% | -1.1K shares | 335K | $145.82 | 29.52K |
| Q1 2021 | share | Decrease | -7.28% | -2.40K shares | -267K | $129.53 | 30.62K |
| Q4 2020 | share | Decrease | -2.29% | -773 shares | 349K | $128.03 | 33.03K |
| Q3 2020 | share | Decrease | -14.14% | -5.56K shares | -105K | $114.67 | 33.80K |
| Q2 2020 | share | Decrease | -35.63% | -21.79K shares | -874K | $100.94 | 39.37K |
| Q1 2020 | share | Decrease | -0.38% | -232 shares | -833K | $79.05 | 61.16K |
| Q4 2019 | share | Decrease | -0.24% | -145 shares | 535K | $92.01 | 61.40K |
| Q3 2019 | share | Increase | +1.59% | 966 shares | 129K | $83.02 | 61.54K |
| Q2 2019 | share | Decrease | -1.92% | -1.18K shares | 135K | $82.02 | 60.58K |
| Q1 2019 | share | Decrease | -8.62% | -5.82K shares | 247K | $78.11 | 61.76K |
| Q4 2018 | share | Increase | +115.74% | 36.26K shares | 2.08M | $67.65 | 67.59K |
| Q3 2018 | share | Increase | +0.83% | 259 shares | 215K | $80.25 | 31.33K |
| Q2 2018 | share | Increase | +2.03% | 617 shares | 171K | $74 | 31.07K |
| Q1 2018 | share | Increase | +3.79% | 1.11K shares | 109K | $69.87 | 30.45K |
| Q4 2017 | share | Decrease | -2.40% | -722 shares | 89K | $68.76 | 29.34K |
| Q3 2017 | share | Increase | +0.01% | 3 shares | 86K | $64.09 | 30.06K |
| Q2 2017 | share | Decrease | -4.88% | -1.54K shares | -11K | $61.1 | 30.06K |
| Q1 2017 | share | Decrease | -2.04% | -658 shares | 110K | $58.31 | 31.60K |
| Q4 2016 | share | Increase | 0.00% | 32.26K shares | 1.80M | $53.7 | 32.26K |