JWM
Janiczek Wealth Management’s Tradeweb Markets TW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $150K | Sell |
1,413
-94
| -6% | -$9.96K | 0.03% | 226 |
|
|
2024
Q1 | $157K | Buy |
1,507
+302
| +25% | +$31.5K | 0.03% | 219 |
|
|
2023
Q4 | $110K | Sell |
1,205
-26
| -2% | -$2.36K | 0.03% | 249 |
|
|
2023
Q3 | $98.7K | Buy |
1,231
+710
| +136% | +$56.9K | 0.03% | 252 |
|
|
2023
Q2 | $35.7K | Sell |
521
-311
| -37% | -$21.3K | 0.01% | 361 |
|
|
2023
Q1 | $58.7K | Buy |
832
+198
| +31% | +$14K | 0.02% | 294 |
|
|
2022
Q4 | $45.2K | Sell |
634
-98
| -13% | -$6.98K | 0.01% | 333 |
|
|
2022
Q3 | $39K | Sell |
732
-305
| -29% | -$16.3K | 0.01% | 343 |
|
|
2022
Q2 | $73K | Buy |
1,037
+53
| +5% | +$3.73K | 0.02% | 244 |
|
|
2022
Q1 | $86K | Sell |
984
-113
| -10% | -$9.88K | 0.02% | 227 |
|
|
2021
Q4 | $110K | Sell |
1,097
-101
| -8% | -$10.1K | 0.03% | 176 |
|
|
2021
Q3 | $97K | Buy |
1,198
+346
| +41% | +$28K | 0.03% | 176 |
|
|
2021
Q2 | $72K | Buy |
852
+93
| +12% | +$7.86K | 0.03% | 194 |
|
|
2021
Q1 | $56K | Buy |
759
+171
| +29% | +$12.6K | 0.02% | 217 |
|
|
2020
Q4 | $37K | Buy |
588
+516
| +717% | +$32.5K | 0.02% | 252 |
|
|
2020
Q3 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 406 |
|