AJ WEALTH STRATEGIES, LLC – Transaction History
AJ WEALTH STRATEGIES, LLC portfolio value:
$88.13M
portfolio value
AJ WEALTH STRATEGIES, LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.28% | -174.56K shares | -15.89M | $28.13 | 3.13M |
| Q2 2022 | share | Increase | +27.87% | 720.87K shares | 9.03M | $31.45 | 3.30M |
| Q1 2022 | share | Decrease | -21.84% | -722.82K shares | -33.65M | $36.72 | 2.58M |
| Q4 2021 | share | Increase | +6.61% | 205.31K shares | 8.50M | $38.93 | 3.30M |
| Q3 2021 | share | Increase | +9.46% | 268.28K shares | 8.25M | $38.7 | 3.10M |
| Q2 2021 | share | Increase | +9.73% | 251.55K shares | 14.65M | $39.45 | 2.83M |
| Q1 2021 | share | Increase | +25.10% | 518.56K shares | 22.83M | $37.3 | 2.58M |
| Q4 2020 | share | Increase | +7.65% | 146.83K shares | 14.13M | $35.7 | 2.06M |
| Q3 2020 | share | Increase | +13.67% | 230.73K shares | 10.03M | $30.69 | 1.91M |
| Q2 2020 | share | Increase | +777.67% | 1.49M shares | 45.25M | $29.08 | 1.68M |
| Q1 2020 | share | Decrease | -75.80% | -602.58K shares | -21.76M | $25.05 | 192.35K |
| Q4 2019 | share | Increase | +7.71% | 56.91K shares | 3.22M | $32.61 | 794.94K |
| Q3 2019 | share | Increase | +11.08% | 73.60K shares | 2.19M | $30.22 | 738.02K |
| Q2 2019 | share | Increase | +65.61% | 263.23K shares | 8.76M | $30.44 | 664.42K |
| Q1 2019 | share | Increase | +17.32% | 59.23K shares | 2.86M | $29.46 | 401.18K |
| Q4 2018 | share | Decrease | -66.21% | -670.18K shares | -24.24M | $26.67 | 341.95K |
| Q3 2018 | share | Increase | +7.26% | 68.50K shares | 2.75M | $30.64 | 1.01M |
| Q2 2018 | share | Increase | +13.74% | 113.98K shares | 3.22M | $30.2 | 943.63K |
| Q1 2018 | share | Increase | +5.06% | 39.98K shares | 1.06M | $30.81 | 829.64K |
| Q4 2017 | share | Increase | +42.23% | 234.47K shares | 8.32M | $31.13 | 789.66K |
| Q3 2017 | share | Increase | +9.92% | 50.10K shares | 2.53M | $29.88 | 555.19K |
| Q2 2017 | share | Increase | +21.86% | 90.60K shares | 3.67M | $28.37 | 505.08K |
| Q1 2017 | share | Increase | +32.11% | 100.73K shares | 3.69M | $26.67 | 414.48K |
| Q4 2016 | share | Increase | 0.00% | 313.74K shares | 8.68M | $24.71 | 313.74K |