Janiczek Wealth Management’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,200
| Closed | -$33.4K | – | 1184 |
|
|
2023
Q3 | $33.4K | Hold |
1,200
| – | – | 0.01% | 431 |
|
|
2023
Q2 | $35K | Hold |
1,200
| – | – | 0.01% | 367 |
|
|
2023
Q1 | $32.9K | Hold |
1,200
| – | – | 0.01% | 368 |
|
|
2022
Q4 | $33.7K | Hold |
1,200
| – | – | 0.01% | 368 |
|
|
2022
Q3 | $34K | Hold |
1,200
| – | – | 0.01% | 365 |
|
|
2022
Q2 | $37K | Hold |
1,200
| – | – | 0.01% | 355 |
|
|
2022
Q1 | $41K | Hold |
1,200
| – | – | 0.01% | 339 |
|
|
2021
Q4 | $44K | Hold |
1,200
| – | – | 0.01% | 332 |
|
|
2021
Q3 | $42K | Hold |
1,200
| – | – | 0.01% | 317 |
|
|
2021
Q2 | $43K | Hold |
1,200
| – | – | 0.02% | 284 |
|
|
2021
Q1 | $40K | Hold |
1,200
| – | – | 0.02% | 268 |
|
|
2020
Q4 | $40K | Hold |
1,200
| – | – | 0.02% | 237 |
|
|
2020
Q3 | $38K | Buy |
+1,200
| New | +$38K | 0.02% | 113 |
|