JWM
Janiczek Wealth Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $33.1K | Sell |
265
-69
| -21% | -$8.61K | 0.01% | 470 |
|
|
2024
Q1 | $40.6K | Buy |
334
+63
| +23% | +$7.66K | 0.01% | 438 |
|
|
2023
Q4 | $34.5K | Buy |
271
+13
| +5% | +$1.65K | 0.01% | 456 |
|
|
2023
Q3 | $29.6K | Buy |
258
+47
| +22% | +$5.39K | 0.01% | 460 |
|
|
2023
Q2 | $25.6K | Buy |
211
+15
| +8% | +$1.82K | 0.01% | 428 |
|
|
2023
Q1 | $21.9K | Buy |
196
+69
| +54% | +$7.71K | 0.01% | 441 |
|
|
2022
Q4 | $14K | Sell |
127
-42
| -25% | -$4.63K | ﹤0.01% | 504 |
|
|
2022
Q3 | $15K | Sell |
169
-442
| -72% | -$39.2K | ﹤0.01% | 486 |
|
|
2022
Q2 | $65K | Sell |
611
-72
| -11% | -$7.66K | 0.02% | 267 |
|
|
2022
Q1 | $70K | Sell |
683
-39
| -5% | -$4K | 0.02% | 255 |
|
|
2021
Q4 | $97K | Buy |
722
+7
| +1% | +$940 | 0.03% | 192 |
|
|
2021
Q3 | $85K | Sell |
715
-4
| -0.6% | -$476 | 0.03% | 191 |
|
|
2021
Q2 | $91K | Buy |
719
+22
| +3% | +$2.78K | 0.03% | 169 |
|
|
2021
Q1 | $75K | Sell |
697
-125
| -15% | -$13.5K | 0.03% | 179 |
|
|
2020
Q4 | $78K | Buy |
822
+623
| +313% | +$59.1K | 0.04% | 132 |
|
|
2020
Q3 | $18K | Buy |
+199
| New | +$18K | 0.01% | 162 |
|