JWM
Janiczek Wealth Management’s Baker Hughes BKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $24.4K | Sell |
695
-145
| -17% | -$5.1K | 0.01% | 521 |
|
|
2024
Q1 | $28.1K | Sell |
840
-279
| -25% | -$9.35K | 0.01% | 508 |
|
|
2023
Q4 | $38.2K | Sell |
1,119
-689
| -38% | -$23.6K | 0.01% | 434 |
|
|
2023
Q3 | $63.9K | Buy |
1,808
+1,689
| +1,419% | +$59.7K | 0.02% | 330 |
|
|
2023
Q2 | $3.76K | Buy |
119
+4
| +3% | +$126 | ﹤0.01% | 692 |
|
|
2023
Q1 | $3.35K | Buy |
+115
| New | +$3.35K | ﹤0.01% | 716 |
|
|
2022
Q4 | – | Sell |
-14
| Closed | – | – | 1039 |
|
|
2022
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 919 |
|
|
2022
Q2 | $0 | Sell |
14
-38
| -73% | – | ﹤0.01% | 947 |
|
|
2022
Q1 | $2K | Buy |
52
+38
| +271% | +$1.46K | ﹤0.01% | 753 |
|
|
2021
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 1003 |
|
|
2021
Q3 | $0 | Sell |
14
-92
| -87% | – | ﹤0.01% | 960 |
|
|
2021
Q2 | $2K | Buy |
106
+25
| +31% | +$472 | ﹤0.01% | 746 |
|
|
2021
Q1 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 725 |
|