Janiczek Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $21.2K | Hold |
|
|||||
|
2024
Q1 | $23.6K | Hold |
|
|||||
|
2023
Q4 | $24.8K | Hold |
|
|||||
|
2023
Q3 | $22.7K | Hold |
|
|||||
|
2023
Q2 | $20.8K | Sell |
|
|||||
|
2023
Q1 | $27.7K | Sell |
|
|||||
|
2022
Q4 | $29.8K | Sell |
|
|||||
|
2022
Q3 | $40K | Buy |
|
|||||
|
2022
Q2 | $31K | Sell |
|
|||||
|
2022
Q1 | $33K | Buy |
|
|||||
|
2021
Q4 | $34K | Buy |
|
|||||
|
2021
Q3 | $21K | Buy |
|
|||||
|
2021
Q2 | $17K | Buy |
|
|||||
|
2021
Q1 | $10K | Buy |
|
|||||
|
2020
Q4 | $1K | Sell |
|
|||||
|
2020
Q3 | $3K | Buy |
|