JWM
Janiczek Wealth Management’s Antero Midstream AM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.96M | Hold |
132,942
| – | – | 0.41% | 29 |
|
|
2024
Q1 | $1.87M | Hold |
132,942
| – | – | 0.4% | 30 |
|
|
2023
Q4 | $1.67M | Hold |
132,942
| – | – | 0.4% | 29 |
|
|
2023
Q3 | $1.59M | Hold |
132,942
| – | – | 0.42% | 27 |
|
|
2023
Q2 | $1.54M | Hold |
132,942
| – | – | 0.42% | 23 |
|
|
2023
Q1 | $1.41M | Buy |
132,942
+220
| +0.2% | +$2.34K | 0.4% | 25 |
|
|
2022
Q4 | $1.51M | Hold |
132,722
| – | – | 0.43% | 27 |
|
|
2022
Q3 | $1.28M | Hold |
132,722
| – | – | 0.42% | 27 |
|
|
2022
Q2 | $1.37M | Hold |
132,722
| – | – | 0.41% | 29 |
|
|
2022
Q1 | $1.44M | Hold |
132,722
| – | – | 0.4% | 28 |
|
|
2021
Q4 | $1.29M | Hold |
132,722
| – | – | 0.38% | 26 |
|
|
2021
Q3 | $1.38M | Hold |
132,722
| – | – | 0.49% | 23 |
|
|
2021
Q2 | $1.38M | Hold |
132,722
| – | – | 0.5% | 22 |
|
|
2021
Q1 | $1.2M | Hold |
132,722
| – | – | 0.48% | 25 |
|
|
2020
Q4 | $1.02M | Hold |
132,722
| – | – | 0.5% | 22 |
|
|
2020
Q3 | $713K | Hold |
132,722
| – | – | 0.38% | 22 |
|
|
2020
Q2 | $677K | Hold |
132,722
| – | – | 0.38% | 21 |
|
|
2020
Q1 | $279K | Sell |
132,722
-7,562
| -5% | -$15.9K | 0.16% | 31 |
|
|
2019
Q4 | $1.07M | Hold |
140,284
| – | – | 0.48% | 20 |
|
|
2019
Q3 | $1.04M | Hold |
140,284
| – | – | 0.47% | 19 |
|
|
2019
Q2 | $1.61M | Buy |
+140,284
| New | +$1.61M | 0.75% | 17 |
|
|
2019
Q1 | – | Sell |
-373,722
| Closed | -$4.18M | – | 162 |
|
|
2018
Q4 | $4.18M | Hold |
373,722
| – | – | 2.12% | 12 |
|
|
2018
Q3 | $6.32M | Buy |
373,722
+87,500
| +31% | +$1.48M | 3.31% | 8 |
|
|
2018
Q2 | $5.4M | Buy |
+286,222
| New | +$5.4M | 2.85% | 8 |
|