JWM
Janiczek Wealth Management’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $195K | Buy |
2,730
+174
| +7% | +$12.5K | 0.04% | 183 |
|
|
2024
Q1 | $191K | Buy |
2,556
+376
| +17% | +$28.1K | 0.04% | 181 |
|
|
2023
Q4 | $142K | Buy |
2,180
+449
| +26% | +$29.3K | 0.03% | 218 |
|
|
2023
Q3 | $103K | Buy |
1,731
+173
| +11% | +$10.3K | 0.03% | 240 |
|
|
2023
Q2 | $97.4K | Hold |
1,558
| – | – | 0.03% | 224 |
|
|
2023
Q1 | $98.6K | Hold |
1,558
| – | – | 0.03% | 217 |
|
|
2022
Q4 | $95.5K | Sell |
1,558
-20
| -1% | -$1.23K | 0.03% | 227 |
|
|
2022
Q3 | $80K | Buy |
1,578
+111
| +8% | +$5.63K | 0.03% | 230 |
|
|
2022
Q2 | $80K | Buy |
1,467
+1,426
| +3,478% | +$77.8K | 0.02% | 230 |
|
|
2022
Q1 | $2K | Sell |
41
-86
| -68% | -$4.2K | ﹤0.01% | 758 |
|
|
2021
Q4 | $8K | Buy |
127
+16
| +14% | +$1.01K | ﹤0.01% | 617 |
|
|
2021
Q3 | $6K | Sell |
111
-2
| -2% | -$108 | ﹤0.01% | 653 |
|
|
2021
Q2 | $7K | Sell |
113
-20
| -15% | -$1.24K | ﹤0.01% | 604 |
|
|
2021
Q1 | $8K | Buy |
133
+39
| +41% | +$2.35K | ﹤0.01% | 567 |
|
|
2020
Q4 | $5K | Buy |
94
+73
| +348% | +$3.88K | ﹤0.01% | 583 |
|
|
2020
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 556 |
|