JWM
Janiczek Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-9
| Closed | -$1K | – | 951 |
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 855 |
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 854 |
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 907 |
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 885 |
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 835 |
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 797 |
|
2020
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 723 |
|