JWM
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Janiczek Wealth Management’s ORIX IX Stock Holding History

Janiczek Wealth Management’s Portfolio IX Stock Details IX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-17
Closed -$2K – 1003
2022
Q1 		$2K Hold
17
– – ﹤0.01% 771
2021
Q4 		$2K Buy
17
+7
+70% +$824 ﹤0.01% 833
2021
Q3 		$1K Buy
+10
New +$1K ﹤0.01% 902