JWM
Janiczek Wealth Management’s XPeng XPEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-75
| Closed | -$1.1K | – | 1168 |
|
|
2023
Q4 | $1.1K | Hold |
75
| – | – | ﹤0.01% | 923 |
|
|
2023
Q3 | $1.38K | Hold |
75
| – | – | ﹤0.01% | 879 |
|
|
2023
Q2 | $1.01K | Buy |
+75
| New | +$1.01K | ﹤0.01% | 843 |
|
|
2022
Q1 | – | Sell |
-310
| Closed | -$16K | – | 1084 |
|
|
2021
Q4 | $16K | Buy |
310
+94
| +44% | +$4.85K | ﹤0.01% | 514 |
|
|
2021
Q3 | $8K | Buy |
216
+172
| +391% | +$6.37K | ﹤0.01% | 621 |
|
|
2021
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 795 |
|