JWM
Janiczek Wealth Management’s CGI GIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $355K | Sell |
3,557
-965
| -21% | -$96.3K | 0.07% | 110 |
|
|
2024
Q1 | $500K | Buy |
4,522
+1,182
| +35% | +$131K | 0.11% | 87 |
|
|
2023
Q4 | $358K | Buy |
3,340
+143
| +4% | +$15.3K | 0.09% | 93 |
|
|
2023
Q3 | $315K | Buy |
3,197
+131
| +4% | +$12.9K | 0.08% | 97 |
|
|
2023
Q2 | $323K | Buy |
3,066
+403
| +15% | +$42.5K | 0.09% | 83 |
|
|
2023
Q1 | $269K | Buy |
2,663
+118
| +5% | +$11.9K | 0.08% | 98 |
|
|
2022
Q4 | $221K | Buy |
2,545
+606
| +31% | +$52.7K | 0.06% | 108 |
|
|
2022
Q3 | $145K | Buy |
1,939
+413
| +27% | +$30.9K | 0.05% | 139 |
|
|
2022
Q2 | $131K | Sell |
1,526
-484
| -24% | -$41.5K | 0.04% | 164 |
|
|
2022
Q1 | $161K | Buy |
2,010
+440
| +28% | +$35.2K | 0.04% | 143 |
|
|
2021
Q4 | $139K | Sell |
1,570
-10
| -0.6% | -$885 | 0.04% | 145 |
|
|
2021
Q3 | $134K | Buy |
1,580
+297
| +23% | +$25.2K | 0.05% | 136 |
|
|
2021
Q2 | $116K | Buy |
1,283
+287
| +29% | +$25.9K | 0.04% | 135 |
|
|
2021
Q1 | $83K | Buy |
996
+132
| +15% | +$11K | 0.03% | 162 |
|
|
2020
Q4 | $69K | Buy |
864
+663
| +330% | +$52.9K | 0.03% | 150 |
|
|
2020
Q3 | $14K | Buy |
+201
| New | +$14K | 0.01% | 192 |
|