JWM
Janiczek Wealth Management’s Telefônica Brasil VIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $416K | Sell |
50,725
-25,031
| -33% | -$206K | 0.09% | 95 |
|
|
2024
Q1 | $763K | Buy |
75,756
+2,292
| +3% | +$23.1K | 0.16% | 59 |
|
|
2023
Q4 | $804K | Buy |
73,464
+12,089
| +20% | +$132K | 0.19% | 44 |
|
|
2023
Q3 | $525K | Buy |
61,375
+10,668
| +21% | +$91.2K | 0.14% | 62 |
|
|
2023
Q2 | $463K | Buy |
50,707
+14,123
| +39% | +$129K | 0.13% | 60 |
|
|
2023
Q1 | $299K | Buy |
36,584
+17,449
| +91% | +$142K | 0.08% | 82 |
|
|
2022
Q4 | $146K | Sell |
19,135
-9,787
| -34% | -$74.4K | 0.04% | 166 |
|
|
2022
Q3 | $224K | Sell |
28,922
-10,760
| -27% | -$83.3K | 0.07% | 89 |
|
|
2022
Q2 | $344K | Sell |
39,682
-5,114
| -11% | -$44.3K | 0.1% | 62 |
|
|
2022
Q1 | $504K | Buy |
44,796
+3,309
| +8% | +$37.2K | 0.14% | 52 |
|
|
2021
Q4 | $359K | Buy |
41,487
+8,267
| +25% | +$71.5K | 0.11% | 63 |
|
|
2021
Q3 | $258K | Buy |
33,220
+19,490
| +142% | +$151K | 0.09% | 73 |
|
|
2021
Q2 | $117K | Buy |
13,730
+6,423
| +88% | +$54.7K | 0.04% | 134 |
|
|
2021
Q1 | $58K | Buy |
7,307
+2,569
| +54% | +$20.4K | 0.02% | 207 |
|
|
2020
Q4 | $42K | Buy |
4,738
+2,797
| +144% | +$24.8K | 0.02% | 232 |
|
|
2020
Q3 | $15K | Buy |
+1,941
| New | +$15K | 0.01% | 188 |
|