JWM
Janiczek Wealth Management’s TFS Financial TFSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.47K | Buy |
433
+243
| +128% | +$3.07K | ﹤0.01% | 730 |
|
|
2024
Q1 | $2.39K | Sell |
190
-169
| -47% | -$2.12K | ﹤0.01% | 849 |
|
|
2023
Q4 | $5.27K | Buy |
359
+77
| +27% | +$1.13K | ﹤0.01% | 747 |
|
|
2023
Q3 | $3.33K | Hold |
282
| – | – | ﹤0.01% | 768 |
|
|
2023
Q2 | $3.55K | Sell |
282
-212
| -43% | -$2.67K | ﹤0.01% | 700 |
|
|
2023
Q1 | $6.24K | Buy |
494
+228
| +86% | +$2.88K | ﹤0.01% | 639 |
|
|
2022
Q4 | $3.97K | Buy |
+266
| New | +$3.97K | ﹤0.01% | 690 |
|
|
2022
Q2 | – | Sell |
-323
| Closed | -$5K | – | 1067 |
|
|
2022
Q1 | $5K | Sell |
323
-264
| -45% | -$4.09K | ﹤0.01% | 672 |
|
|
2021
Q4 | $10K | Sell |
587
-183
| -24% | -$3.12K | ﹤0.01% | 594 |
|
|
2021
Q3 | $15K | Sell |
770
-53
| -6% | -$1.03K | 0.01% | 504 |
|
|
2021
Q2 | $17K | Sell |
823
-235
| -22% | -$4.85K | 0.01% | 466 |
|
|
2021
Q1 | $22K | Buy |
1,058
+204
| +24% | +$4.24K | 0.01% | 388 |
|
|
2020
Q4 | $15K | Buy |
854
+608
| +247% | +$10.7K | 0.01% | 397 |
|
|
2020
Q3 | $4K | Buy |
+246
| New | +$4K | ﹤0.01% | 405 |
|