JWM
Janiczek Wealth Management’s Healthcare Services Group HCSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-141
| Closed | -$3K | – | 994 |
|
|
2022
Q1 | $3K | Sell |
141
-215
| -60% | -$4.57K | ﹤0.01% | 731 |
|
|
2021
Q4 | $6K | Sell |
356
-1,448
| -80% | -$24.4K | ﹤0.01% | 668 |
|
|
2021
Q3 | $45K | Buy |
1,804
+136
| +8% | +$3.39K | 0.02% | 300 |
|
|
2021
Q2 | $53K | Buy |
1,668
+363
| +28% | +$11.5K | 0.02% | 238 |
|
|
2021
Q1 | $37K | Buy |
1,305
+364
| +39% | +$10.3K | 0.01% | 287 |
|
|
2020
Q4 | $26K | Buy |
941
+791
| +527% | +$21.9K | 0.01% | 305 |
|
|
2020
Q3 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 439 |
|