JWM
Janiczek Wealth Management’s Cambria Trinity ETF TRTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.42K | Hold |
55
| – | – | ﹤0.01% | 885 |
|
|
2024
Q1 | $1.43K | Buy |
55
+1
| +2% | +$26 | ﹤0.01% | 898 |
|
|
2023
Q4 | $1.38K | Hold |
54
| – | – | ﹤0.01% | 894 |
|
|
2023
Q3 | $1.32K | Buy |
54
+1
| +2% | +$24 | ﹤0.01% | 883 |
|
|
2023
Q2 | $1.33K | Hold |
53
| – | – | ﹤0.01% | 813 |
|
|
2023
Q1 | $1.33K | Hold |
53
| – | – | ﹤0.01% | 810 |
|
|
2022
Q4 | $1.36K | Sell |
53
-1,149
| -96% | -$29.4K | ﹤0.01% | 824 |
|
|
2022
Q3 | $30K | Sell |
1,202
-124
| -9% | -$3.1K | 0.01% | 385 |
|
|
2022
Q2 | $34K | Buy |
1,326
+27
| +2% | +$692 | 0.01% | 367 |
|
|
2022
Q1 | $36K | Buy |
1,299
+33
| +3% | +$915 | 0.01% | 361 |
|
|
2021
Q4 | $34K | Buy |
1,266
+13
| +1% | +$349 | 0.01% | 377 |
|
|
2021
Q3 | $34K | Buy |
1,253
+26
| +2% | +$706 | 0.01% | 356 |
|
|
2021
Q2 | $34K | Buy |
1,227
+67
| +6% | +$1.86K | 0.01% | 329 |
|
|
2021
Q1 | $31K | Buy |
+1,160
| New | +$31K | 0.01% | 323 |
|