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Name: |
AJ WEALTH STRATEGIES LLC |
City: |
NEW YORK |
State: |
NY |
Zip: |
10004 |
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data |
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Holdings
Found :
14 |
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Closed Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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IBML |
Ishares Ibonds Dec 2023 Ter... |
308 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,075,000 |
-42,289 |
0 |
N/A |
|
UP |
Wheels Up Experience Ord Sh... |
301 |
Closed |
$2.23 |
$0 |
0 |
0% |
-20,000 |
-32,000 |
0 |
N/A |
|
SLY |
streetTRACKS Series Trust -... |
307 |
Closed |
$85.99 |
$0 |
0 |
0% |
-757,000 |
-9,013 |
0 |
Closed - End Fund - E... |
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TLT |
iShares Tr Lehman 20+yr Tres |
300 |
Closed |
$90.19 |
$0 |
0 |
0% |
-2,035,000 |
-19,131 |
0 |
Closed - End Fund - E... |
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SPYV |
SPDR Dow Jones Wilshire Lar... |
306 |
Closed |
$48.85 |
$0 |
0 |
0% |
-830,000 |
-20,384 |
0 |
Closed - End Fund - E... |
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IBMM |
Ishares Ibonds Dec 2024 Ter... |
299 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,004,000 |
-38,806 |
0 |
N/A |
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FRC |
First Republic Bank |
305 |
Closed |
$0.03 |
$0 |
0 |
0% |
-444,000 |
-31,738 |
0 |
Savings & Loans |
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SKLZ |
Skillz Inc |
311 |
Closed |
$6.29 |
$0 |
0 |
0% |
-205,000 |
-345,380 |
0 |
N/A |
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VSTM |
Verastem, Inc. |
298 |
Closed |
$11.40 |
$0 |
0 |
0% |
-14,000 |
-34,166 |
0 |
Biotechnology |
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FTY |
iShares Trust |
304 |
Closed |
$51.12 |
$0 |
0 |
0% |
-565,000 |
-11,212 |
0 |
Closed - End Fund - Debt |
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IBTD |
Ishares Ibonds Dec 2023 Ter... |
310 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,473,000 |
-59,358 |
0 |
N/A |
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IBTE |
Ishares Ibonds Dec 2024 Ter... |
303 |
Closed |
$0.00 |
$0 |
0 |
0% |
-744,000 |
-31,000 |
0 |
N/A |
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CNYA |
Ishares Msci China A Etf |
309 |
Closed |
$0.00 |
$0 |
0 |
0% |
-2,064,000 |
-63,165 |
0 |
N/A |
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IMH |
Impac Mortgage Holdings Inc |
302 |
Closed |
$0.02 |
$0 |
0 |
0% |
-12,000 |
-34,570 |
0 |
Mortgage Investment |
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