JWM
Janiczek Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18
| Closed | -$1.07K | – | 1100 |
|
|
2024
Q1 | $1.07K | Hold |
18
| – | – | ﹤0.01% | 936 |
|
|
2023
Q4 | $1.07K | Hold |
18
| – | – | ﹤0.01% | 928 |
|
|
2023
Q3 | $756 | Hold |
18
| – | – | ﹤0.01% | 943 |
|
|
2023
Q2 | $920 | Hold |
18
| – | – | ﹤0.01% | 851 |
|
|
2023
Q1 | $981 | Buy |
+18
| New | +$981 | ﹤0.01% | 849 |
|
|
2022
Q4 | – | Sell |
-50
| Closed | -$2K | – | 1044 |
|
|
2022
Q3 | $2K | Buy |
50
+33
| +194% | +$1.32K | ﹤0.01% | 755 |
|
|
2022
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 852 |
|
|
2021
Q4 | – | Sell |
-6
| Closed | -$2K | – | 1026 |
|
|
2021
Q3 | $2K | Buy |
6
+1
| +20% | +$333 | ﹤0.01% | 802 |
|
|
2021
Q2 | $1K | Sell |
5
-2
| -29% | -$400 | ﹤0.01% | 831 |
|
|
2021
Q1 | $1K | Buy |
7
+2
| +40% | +$286 | ﹤0.01% | 794 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 721 |
|