Janiczek Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $21.2K | Hold |
52
| – | – | ﹤0.01% | 552 |
|
|
2024
Q1 | $23.6K | Hold |
52
| – | – | 0.01% | 538 |
|
|
2023
Q4 | $24.8K | Hold |
52
| – | – | 0.01% | 511 |
|
|
2023
Q3 | $22.7K | Hold |
52
| – | – | 0.01% | 506 |
|
|
2023
Q2 | $20.8K | Sell |
52
-15
| -22% | -$6.01K | 0.01% | 454 |
|
|
2023
Q1 | $27.7K | Sell |
67
-5
| -7% | -$2.07K | 0.01% | 396 |
|
|
2022
Q4 | $29.8K | Sell |
72
-26
| -27% | -$10.8K | 0.01% | 389 |
|
|
2022
Q3 | $40K | Buy |
98
+26
| +36% | +$10.6K | 0.01% | 336 |
|
|
2022
Q2 | $31K | Sell |
72
-5
| -6% | -$2.15K | 0.01% | 386 |
|
|
2022
Q1 | $33K | Buy |
77
+7
| +10% | +$3K | 0.01% | 372 |
|
|
2021
Q4 | $34K | Buy |
70
+16
| +30% | +$7.77K | 0.01% | 375 |
|
|
2021
Q3 | $21K | Buy |
54
+2
| +4% | +$778 | 0.01% | 447 |
|
|
2021
Q2 | $17K | Buy |
52
+21
| +68% | +$6.87K | 0.01% | 461 |
|
|
2021
Q1 | $10K | Buy |
31
+28
| +933% | +$9.03K | ﹤0.01% | 527 |
|
|
2020
Q4 | $1K | Sell |
3
-5
| -63% | -$1.67K | ﹤0.01% | 727 |
|
|
2020
Q3 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 434 |
|