JWM
Janiczek Wealth Management’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $719K | Buy |
23,918
+829
| +4% | +$24.9K | 0.15% | 61 |
|
|
2024
Q1 | $662K | Buy |
23,089
+4,226
| +22% | +$121K | 0.14% | 71 |
|
|
2023
Q4 | $486K | Sell |
18,863
-862
| -4% | -$22.2K | 0.12% | 78 |
|
|
2023
Q3 | $570K | Buy |
19,725
+1,182
| +6% | +$34.2K | 0.15% | 56 |
|
|
2023
Q2 | $512K | Buy |
18,543
+310
| +2% | +$8.57K | 0.14% | 55 |
|
|
2023
Q1 | $483K | Buy |
18,233
+3,804
| +26% | +$101K | 0.14% | 51 |
|
|
2022
Q4 | $409K | Buy |
14,429
+1,514
| +12% | +$42.9K | 0.12% | 62 |
|
|
2022
Q3 | $442K | Buy |
12,915
+12,889
| +49,573% | +$441K | 0.14% | 47 |
|
|
2022
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 849 |
|