JWM
Janiczek Wealth Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $76.5K | Hold |
362
| – | – | 0.02% | 335 |
|
|
2024
Q1 | $91.5K | Hold |
362
| – | – | 0.02% | 307 |
|
|
2023
Q4 | $83.8K | Sell |
362
-439
| -55% | -$102K | 0.02% | 301 |
|
|
2023
Q3 | $158K | Buy |
+801
| New | +$158K | 0.04% | 176 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$220 | – | 1040 |
|
|
2022
Q4 | $220 | Hold |
1
| – | – | ﹤0.01% | 983 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 983 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1000 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1005 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1048 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 994 |
|