JWM
Janiczek Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $284K | Sell |
1,106
-180
| -14% | -$46.3K | 0.06% | 140 |
|
|
2024
Q1 | $387K | Buy |
1,286
+89
| +7% | +$26.8K | 0.08% | 101 |
|
|
2023
Q4 | $315K | Sell |
1,197
-64
| -5% | -$16.8K | 0.08% | 108 |
|
|
2023
Q3 | $256K | Buy |
1,261
+18
| +1% | +$3.65K | 0.07% | 118 |
|
|
2023
Q2 | $263K | Buy |
1,243
+20
| +2% | +$4.23K | 0.07% | 104 |
|
|
2023
Q1 | $238K | Buy |
1,223
+107
| +10% | +$20.8K | 0.07% | 104 |
|
|
2022
Q4 | $167K | Buy |
1,116
+598
| +115% | +$89.5K | 0.05% | 143 |
|
|
2022
Q3 | $75K | Sell |
518
-610
| -54% | -$88.3K | 0.02% | 252 |
|
|
2022
Q2 | $208K | Buy |
1,128
+348
| +45% | +$64.2K | 0.06% | 96 |
|
|
2022
Q1 | $166K | Sell |
780
-178
| -19% | -$37.9K | 0.05% | 139 |
|
|
2021
Q4 | $243K | Sell |
958
-2
| -0.2% | -$507 | 0.07% | 90 |
|
|
2021
Q3 | $260K | Buy |
960
+192
| +25% | +$52K | 0.09% | 70 |
|
|
2021
Q2 | $188K | Buy |
768
+119
| +18% | +$29.1K | 0.07% | 85 |
|
|
2021
Q1 | $138K | Buy |
649
+220
| +51% | +$46.8K | 0.06% | 105 |
|
|
2020
Q4 | $95K | Buy |
429
+44
| +11% | +$9.74K | 0.05% | 115 |
|
|
2020
Q3 | $97K | Buy |
385
+92
| +31% | +$23.2K | 0.05% | 65 |
|
|
2020
Q2 | $55K | Buy |
293
+93
| +47% | +$17.5K | 0.03% | 78 |
|
|
2020
Q1 | $29K | Hold |
200
| – | – | 0.02% | 76 |
|
|
2019
Q4 | $33K | Hold |
200
| – | – | 0.01% | 79 |
|
|
2019
Q3 | $30K | Hold |
200
| – | – | 0.01% | 80 |
|
|
2019
Q2 | $30K | Hold |
200
| – | – | 0.01% | 85 |
|
|
2019
Q1 | $32K | Buy |
+200
| New | +$32K | 0.02% | 84 |
|