JWM
Janiczek Wealth Management’s Dolby DLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $252K | Sell |
3,180
-1,438
| -31% | -$114K | 0.05% | 154 |
|
|
2024
Q1 | $387K | Buy |
4,618
+567
| +14% | +$47.5K | 0.08% | 102 |
|
|
2023
Q4 | $349K | Buy |
4,051
+1,053
| +35% | +$90.7K | 0.08% | 96 |
|
|
2023
Q3 | $238K | Buy |
2,998
+200
| +7% | +$15.9K | 0.06% | 126 |
|
|
2023
Q2 | $234K | Buy |
2,798
+516
| +23% | +$43.2K | 0.06% | 115 |
|
|
2023
Q1 | $195K | Buy |
2,282
+95
| +4% | +$8.13K | 0.06% | 120 |
|
|
2022
Q4 | $165K | Buy |
2,187
+573
| +36% | +$43.3K | 0.05% | 144 |
|
|
2022
Q3 | $104K | Sell |
1,614
-903
| -36% | -$58.2K | 0.03% | 188 |
|
|
2022
Q2 | $195K | Sell |
2,517
-1,131
| -31% | -$87.6K | 0.06% | 105 |
|
|
2022
Q1 | $286K | Buy |
3,648
+1,903
| +109% | +$149K | 0.08% | 78 |
|
|
2021
Q4 | $166K | Buy |
1,745
+634
| +57% | +$60.3K | 0.05% | 126 |
|
|
2021
Q3 | $98K | Buy |
1,111
+127
| +13% | +$11.2K | 0.03% | 174 |
|
|
2021
Q2 | $97K | Buy |
984
+21
| +2% | +$2.07K | 0.04% | 161 |
|
|
2021
Q1 | $95K | Buy |
963
+171
| +22% | +$16.9K | 0.04% | 143 |
|
|
2020
Q4 | $77K | Buy |
792
+539
| +213% | +$52.4K | 0.04% | 133 |
|
|
2020
Q3 | $17K | Buy |
+253
| New | +$17K | 0.01% | 164 |
|