JWM
Janiczek Wealth Management’s Trex TREX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $41.5K | Buy |
560
+396
| +241% | +$29.4K | 0.01% | 436 |
|
|
2024
Q1 | $16.4K | Buy |
+164
| New | +$16.4K | ﹤0.01% | 601 |
|
|
2022
Q1 | – | Sell |
-36
| Closed | -$5K | – | 1070 |
|
|
2021
Q4 | $5K | Hold |
36
| – | – | ﹤0.01% | 713 |
|
|
2021
Q3 | $4K | Sell |
36
-8
| -18% | -$889 | ﹤0.01% | 738 |
|
|
2021
Q2 | $4K | Sell |
44
-20
| -31% | -$1.82K | ﹤0.01% | 705 |
|
|
2021
Q1 | $6K | Buy |
64
+50
| +357% | +$4.69K | ﹤0.01% | 625 |
|
|
2020
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 766 |
|