JWM
Janiczek Wealth Management’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-875
| Closed | -$25K | – | 1017 |
|
|
2023
Q1 | $25K | Hold |
875
| – | – | 0.01% | 416 |
|
|
2022
Q4 | $24.3K | Hold |
875
| – | – | 0.01% | 426 |
|
|
2022
Q3 | $29K | Hold |
875
| – | – | 0.01% | 393 |
|
|
2022
Q2 | $22K | Hold |
875
| – | – | 0.01% | 454 |
|
|
2022
Q1 | $18K | Hold |
875
| – | – | 0.01% | 476 |
|
|
2021
Q4 | $15K | Hold |
875
| – | – | ﹤0.01% | 528 |
|
|
2021
Q3 | $16K | Hold |
875
| – | – | 0.01% | 496 |
|
|
2021
Q2 | $16K | Hold |
875
| – | – | 0.01% | 481 |
|
|
2021
Q1 | $19K | Hold |
875
| – | – | 0.01% | 412 |
|
|
2020
Q4 | $14K | Hold |
875
| – | – | 0.01% | 407 |
|
|
2020
Q3 | $14K | Hold |
875
| – | – | 0.01% | 197 |
|
|
2020
Q2 | $14K | Hold |
875
| – | – | 0.01% | 133 |
|
|
2020
Q1 | $14K | Hold |
875
| – | – | 0.01% | 94 |
|
|
2019
Q4 | $23K | Hold |
875
| – | – | 0.01% | 91 |
|
|
2019
Q3 | $21K | Hold |
875
| – | – | 0.01% | 94 |
|
|
2019
Q2 | $25K | Hold |
875
| – | – | 0.01% | 95 |
|
|
2019
Q1 | $28K | Hold |
875
| – | – | 0.01% | 89 |
|
|
2018
Q4 | $31K | Hold |
875
| – | – | 0.02% | 88 |
|
|
2018
Q3 | $34K | Hold |
875
| – | – | 0.02% | 75 |
|
|
2018
Q2 | $31K | Buy |
+875
| New | +$31K | 0.02% | 79 |
|