JWM
Janiczek Wealth Management’s First Hawaiian FHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $182K | Buy |
8,776
+126
| +1% | +$2.62K | 0.04% | 197 |
|
|
2024
Q1 | $190K | Buy |
8,650
+22
| +0.3% | +$483 | 0.04% | 183 |
|
|
2023
Q4 | $197K | Buy |
8,628
+1,595
| +23% | +$36.5K | 0.05% | 161 |
|
|
2023
Q3 | $127K | Buy |
7,033
+74
| +1% | +$1.34K | 0.03% | 211 |
|
|
2023
Q2 | $125K | Buy |
6,959
+6,134
| +744% | +$110K | 0.03% | 182 |
|
|
2023
Q1 | $16.8K | Buy |
825
+670
| +432% | +$13.6K | ﹤0.01% | 481 |
|
|
2022
Q4 | $4.22K | Buy |
155
+17
| +12% | +$463 | ﹤0.01% | 677 |
|
|
2022
Q3 | $3K | Hold |
138
| – | – | ﹤0.01% | 714 |
|
|
2022
Q2 | $4K | Sell |
138
-148
| -52% | -$4.29K | ﹤0.01% | 689 |
|
|
2022
Q1 | $8K | Hold |
286
| – | – | ﹤0.01% | 603 |
|
|
2021
Q4 | $8K | Buy |
286
+26
| +10% | +$727 | ﹤0.01% | 619 |
|
|
2021
Q3 | $8K | Sell |
260
-51
| -16% | -$1.57K | ﹤0.01% | 606 |
|
|
2021
Q2 | $9K | Buy |
311
+171
| +122% | +$4.95K | ﹤0.01% | 566 |
|
|
2021
Q1 | $4K | Buy |
140
+30
| +27% | +$857 | ﹤0.01% | 667 |
|
|
2020
Q4 | $3K | Buy |
110
+31
| +39% | +$845 | ﹤0.01% | 648 |
|
|
2020
Q3 | $1K | Buy |
+79
| New | +$1K | ﹤0.01% | 564 |
|