JWM
Janiczek Wealth Management’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $987 | Hold |
53
| – | – | ﹤0.01% | 928 |
|
|
2024
Q1 | $1K | Buy |
53
+1
| +2% | +$19 | ﹤0.01% | 944 |
|
|
2023
Q4 | $1.08K | Hold |
52
| – | – | ﹤0.01% | 926 |
|
|
2023
Q3 | $1.06K | Buy |
52
+1
| +2% | +$20 | ﹤0.01% | 912 |
|
|
2023
Q2 | $1.06K | Hold |
51
| – | – | ﹤0.01% | 841 |
|
|
2023
Q1 | $1.15K | Buy |
51
+1
| +2% | +$23 | ﹤0.01% | 833 |
|
|
2022
Q4 | $1.14K | Sell |
50
-122
| -71% | -$2.79K | ﹤0.01% | 844 |
|
|
2022
Q3 | $4K | Sell |
172
-48
| -22% | -$1.12K | ﹤0.01% | 686 |
|
|
2022
Q2 | $6K | Buy |
220
+2
| +0.9% | +$55 | ﹤0.01% | 637 |
|
|
2022
Q1 | $6K | Buy |
218
+3
| +1% | +$83 | ﹤0.01% | 645 |
|
|
2021
Q4 | $6K | Buy |
215
+1
| +0.5% | +$28 | ﹤0.01% | 672 |
|
|
2021
Q3 | $6K | Buy |
214
+12
| +6% | +$336 | ﹤0.01% | 662 |
|
|
2021
Q2 | $6K | Buy |
202
+62
| +44% | +$1.84K | ﹤0.01% | 636 |
|
|
2021
Q1 | $4K | Buy |
+140
| New | +$4K | ﹤0.01% | 676 |
|