JWM
Janiczek Wealth Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.03K | Sell |
25
-15
| -38% | -$3.02K | ﹤0.01% | 737 |
|
|
2024
Q1 | $9.76K | Hold |
40
| – | – | ﹤0.01% | 686 |
|
|
2023
Q4 | $8.69K | Buy |
40
+2
| +5% | +$434 | ﹤0.01% | 692 |
|
|
2023
Q3 | $7.91K | Hold |
38
| – | – | ﹤0.01% | 675 |
|
|
2023
Q2 | $8.18K | Hold |
38
| – | – | ﹤0.01% | 600 |
|
|
2023
Q1 | $8.34K | Sell |
38
-17
| -31% | -$3.73K | ﹤0.01% | 601 |
|
|
2022
Q4 | $13K | Buy |
55
+21
| +62% | +$4.97K | ﹤0.01% | 518 |
|
|
2022
Q3 | $7K | Buy |
34
+8
| +31% | +$1.65K | ﹤0.01% | 604 |
|
|
2022
Q2 | $5K | Sell |
26
-113
| -81% | -$21.7K | ﹤0.01% | 665 |
|
|
2022
Q1 | $27K | Sell |
139
-140
| -50% | -$27.2K | 0.01% | 403 |
|
|
2021
Q4 | $66K | Sell |
279
-2
| -0.7% | -$473 | 0.02% | 261 |
|
|
2021
Q3 | $58K | Sell |
281
-14
| -5% | -$2.89K | 0.02% | 261 |
|
|
2021
Q2 | $65K | Buy |
295
+2
| +0.7% | +$441 | 0.02% | 209 |
|
|
2021
Q1 | $61K | Buy |
293
+38
| +15% | +$7.91K | 0.02% | 197 |
|
|
2020
Q4 | $51K | Buy |
255
+219
| +608% | +$43.8K | 0.02% | 199 |
|
|
2020
Q3 | $7K | Buy |
+36
| New | +$7K | ﹤0.01% | 290 |
|