JWM
Janiczek Wealth Management’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $131K | Sell |
486
-72
| -13% | -$19.4K | 0.03% | 241 |
|
|
2024
Q1 | $132K | Hold |
558
| – | – | 0.03% | 245 |
|
|
2023
Q4 | $133K | Sell |
558
-2
| -0.4% | -$478 | 0.03% | 230 |
|
|
2023
Q3 | $132K | Buy |
560
+11
| +2% | +$2.6K | 0.03% | 204 |
|
|
2023
Q2 | $124K | Buy |
549
+44
| +9% | +$9.95K | 0.03% | 186 |
|
|
2023
Q1 | $96.9K | Sell |
505
-244
| -33% | -$46.8K | 0.03% | 222 |
|
|
2022
Q4 | $137K | Buy |
749
+244
| +48% | +$44.6K | 0.04% | 175 |
|
|
2022
Q3 | $86K | Sell |
505
-115
| -19% | -$19.6K | 0.03% | 227 |
|
|
2022
Q2 | $118K | Buy |
620
+593
| +2,196% | +$113K | 0.04% | 182 |
|
|
2022
Q1 | $6K | Hold |
27
| – | – | ﹤0.01% | 650 |
|
|
2021
Q4 | $6K | Hold |
27
| – | – | ﹤0.01% | 685 |
|
|
2021
Q3 | $5K | Buy |
27
+2
| +8% | +$370 | ﹤0.01% | 703 |
|
|
2021
Q2 | $4K | Buy |
25
+14
| +127% | +$2.24K | ﹤0.01% | 706 |
|
|
2021
Q1 | $2K | Sell |
11
-56
| -84% | -$10.2K | ﹤0.01% | 754 |
|
|
2020
Q4 | $14K | Buy |
67
+51
| +319% | +$10.7K | 0.01% | 408 |
|
|
2020
Q3 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 478 |
|