AJ WEALTH STRATEGIES, LLC – Utilities Select Sector SPDR Fund Transaction History
AJ WEALTH STRATEGIES, LLC portfolio value:
$4.27M
portfolio value
AJ WEALTH STRATEGIES, LLC quarter portfolio value change:
-6.59%
quarter
Utilities 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 | -302K | $65.51 | 65.31K | |
| Q2 2022 | share | 0.00% | 0 shares | -283K | $70.13 | 65.31K | |
| Q1 2022 | share | 0.00% | 0 shares | 188K | $74.46 | 65.31K | |
| Q4 2021 | share | Increase | +15.19% | 8.61K shares | 1.05M | $71.33 | 65.31K |
| Q3 2021 | share | Increase | +43.59% | 17.21K shares | 1.12M | $63.88 | 56.69K |
| Q2 2021 | share | Increase | +52.76% | 13.63K shares | 842K | $62.75 | 39.48K |
| Q1 2021 | share | Increase | +49.16% | 8.51K shares | 569K | $63.07 | 25.84K |
| Q4 2020 | share | Increase | 0.00% | 17.32K shares | 1.08M | $61.3 | 17.32K |