JWM
Janiczek Wealth Management’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.19K | Hold |
42
| – | – | ﹤0.01% | 910 |
|
|
2024
Q1 | $1.22K | Hold |
42
| – | – | ﹤0.01% | 916 |
|
|
2023
Q4 | $1.24K | Hold |
42
| – | – | ﹤0.01% | 904 |
|
|
2023
Q3 | $892 | Hold |
42
| – | – | ﹤0.01% | 926 |
|
|
2023
Q2 | $825 | Sell |
42
-40
| -49% | -$786 | ﹤0.01% | 863 |
|
|
2023
Q1 | $1.66K | Hold |
82
| – | – | ﹤0.01% | 786 |
|
|
2022
Q4 | $2.12K | Hold |
82
| – | – | ﹤0.01% | 764 |
|
|
2022
Q3 | $2K | Hold |
82
| – | – | ﹤0.01% | 746 |
|
|
2022
Q2 | $2K | Sell |
82
-98
| -54% | -$2.39K | ﹤0.01% | 762 |
|
|
2022
Q1 | $5K | Sell |
180
-6
| -3% | -$167 | ﹤0.01% | 656 |
|
|
2021
Q4 | $6K | Sell |
186
-41
| -18% | -$1.32K | ﹤0.01% | 655 |
|
|
2021
Q3 | $7K | Sell |
227
-270
| -54% | -$8.33K | ﹤0.01% | 626 |
|
|
2021
Q2 | $14K | Sell |
497
-50
| -9% | -$1.41K | 0.01% | 497 |
|
|
2021
Q1 | $18K | Buy |
547
+111
| +25% | +$3.65K | 0.01% | 418 |
|
|
2020
Q4 | $12K | Buy |
436
+228
| +110% | +$6.28K | 0.01% | 431 |
|
|
2020
Q3 | $4K | Buy |
+208
| New | +$4K | ﹤0.01% | 369 |
|