JWM
Janiczek Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,158
| Closed | -$65K | – | 1063 |
|
|
2021
Q4 | $65K | Buy |
1,158
+1,117
| +2,724% | +$62.7K | 0.02% | 266 |
|
|
2021
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 826 |
|
|
2021
Q2 | $2K | Buy |
41
+1
| +3% | +$49 | ﹤0.01% | 785 |
|
|
2021
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 750 |
|
|
2020
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 686 |
|
|
2020
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 522 |
|
|
2020
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 350 |
|
|
2020
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 147 |
|
|
2019
Q4 | $1K | Buy |
40
+1
| +3% | +$25 | ﹤0.01% | 150 |
|
|
2019
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 152 |
|
|
2019
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 182 |
|
|
2019
Q1 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 157 |
|