JWM
Janiczek Wealth Management’s United Microelectronic UMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $465K | Sell |
53,093
-4,400
| -8% | -$38.5K | 0.1% | 88 |
|
|
2024
Q1 | $465K | Sell |
57,493
-140
| -0.2% | -$1.13K | 0.1% | 89 |
|
|
2023
Q4 | $488K | Buy |
57,633
+3,460
| +6% | +$29.3K | 0.12% | 77 |
|
|
2023
Q3 | $382K | Buy |
54,173
+5,093
| +10% | +$36K | 0.1% | 80 |
|
|
2023
Q2 | $391K | Buy |
49,080
+1,601
| +3% | +$12.7K | 0.11% | 66 |
|
|
2023
Q1 | $397K | Buy |
47,479
+579
| +1% | +$4.85K | 0.11% | 65 |
|
|
2022
Q4 | $355K | Buy |
46,900
+11,990
| +34% | +$90.8K | 0.1% | 72 |
|
|
2022
Q3 | $197K | Buy |
34,910
+20,567
| +143% | +$116K | 0.06% | 104 |
|
|
2022
Q2 | $98K | Sell |
14,343
-4,339
| -23% | -$29.6K | 0.03% | 205 |
|
|
2022
Q1 | $171K | Buy |
18,682
+4,021
| +27% | +$36.8K | 0.05% | 133 |
|
|
2021
Q4 | $172K | Buy |
14,661
+1,138
| +8% | +$13.4K | 0.05% | 121 |
|
|
2021
Q3 | $155K | Buy |
13,523
+2,925
| +28% | +$33.5K | 0.05% | 123 |
|
|
2021
Q2 | $100K | Buy |
10,598
+997
| +10% | +$9.41K | 0.04% | 155 |
|
|
2021
Q1 | $87K | Buy |
9,601
+1,320
| +16% | +$12K | 0.03% | 155 |
|
|
2020
Q4 | $70K | Buy |
8,281
+6,298
| +318% | +$53.2K | 0.03% | 147 |
|
|
2020
Q3 | $9K | Buy |
+1,983
| New | +$9K | ﹤0.01% | 257 |
|