JWM
Janiczek Wealth Management’s Ultrapar UGP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $388 | Hold |
99
| – | – | ﹤0.01% | 1016 |
|
2024
Q1 | $567 | Hold |
99
| – | – | ﹤0.01% | 994 |
|
2023
Q4 | $537 | Hold |
99
| – | – | ﹤0.01% | 995 |
|
2023
Q3 | $364 | Hold |
99
| – | – | ﹤0.01% | 1003 |
|
2023
Q2 | $390 | Hold |
99
| – | – | ﹤0.01% | 927 |
|
2023
Q1 | $297 | Buy |
+99
| New | +$297 | ﹤0.01% | 945 |
|