JWM
Janiczek Wealth Management’s Ultragenyx Pharmaceutical RARE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $822 | Hold |
20
| – | – | ﹤0.01% | 950 |
|
|
2024
Q1 | $934 | Hold |
20
| – | – | ﹤0.01% | 949 |
|
|
2023
Q4 | $957 | Buy |
+20
| New | +$957 | ﹤0.01% | 940 |
|
|
2023
Q3 | – | Sell |
-105
| Closed | -$4.84K | – | 1073 |
|
|
2023
Q2 | $4.84K | Hold |
105
| – | – | ﹤0.01% | 659 |
|
|
2023
Q1 | $4.01K | Hold |
105
| – | – | ﹤0.01% | 691 |
|
|
2022
Q4 | $4.54K | Buy |
+105
| New | +$4.54K | ﹤0.01% | 667 |
|
|
2022
Q2 | – | Sell |
-13
| Closed | -$1K | – | 1052 |
|
|
2022
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 889 |
|