AJ WEALTH STRATEGIES, LLC – Financial Select Sector SPDR Fund Transaction History
AJ WEALTH STRATEGIES, LLC portfolio value:
$448,000
portfolio value
AJ WEALTH STRATEGIES, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -16K | $30.36 | 14.74K | |
| Q2 2022 | share | 0.00% | 0 shares | -101K | $31.45 | 14.74K | |
| Q1 2022 | share | 0.00% | 0 shares | -11K | $38.32 | 14.74K | |
| Q4 2021 | share | 0.00% | 0 shares | 23K | $39.12 | 14.74K | |
| Q3 2021 | share | Decrease | -31.41% | -6.74K shares | -235K | $37.53 | 14.74K |
| Q2 2021 | share | 0.00% | 0 shares | 56K | $36.53 | 21.48K | |
| Q1 2021 | share | Increase | +27.59% | 4.64K shares | 235K | $33.77 | 21.48K |
| Q4 2020 | share | Increase | +47.36% | 5.41K shares | 222K | $29.11 | 16.84K |
| Q3 2020 | share | 0.00% | 0 shares | 11K | $23.64 | 11.42K | |
| Q2 2020 | share | Increase | 0.00% | 11.42K shares | 264K | $22.6 | 11.42K |