JWM
Janiczek Wealth Management’s Janus Henderson JHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $251K | Sell |
7,453
-909
| -11% | -$30.6K | 0.05% | 155 |
|
|
2024
Q1 | $275K | Buy |
8,362
+1,872
| +29% | +$61.6K | 0.06% | 144 |
|
|
2023
Q4 | $196K | Sell |
6,490
-2,239
| -26% | -$67.5K | 0.05% | 163 |
|
|
2023
Q3 | $225K | Sell |
8,729
-785
| -8% | -$20.3K | 0.06% | 132 |
|
|
2023
Q2 | $259K | Buy |
9,514
+4,759
| +100% | +$130K | 0.07% | 107 |
|
|
2023
Q1 | $126K | Buy |
4,755
+1,894
| +66% | +$50.2K | 0.04% | 178 |
|
|
2022
Q4 | $77.6K | Buy |
2,861
+1,947
| +213% | +$52.8K | 0.02% | 253 |
|
|
2022
Q3 | $19K | Sell |
914
-1,841
| -67% | -$38.3K | 0.01% | 459 |
|
|
2022
Q2 | $71K | Buy |
2,755
+626
| +29% | +$16.1K | 0.02% | 249 |
|
|
2022
Q1 | $75K | Buy |
+2,129
| New | +$75K | 0.02% | 248 |
|
|
2021
Q4 | – | Sell |
-8
| Closed | – | – | 1050 |
|
|
2021
Q3 | $0 | Sell |
8
-26
| -76% | – | ﹤0.01% | 998 |
|
|
2021
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 851 |
|
|
2021
Q1 | $1K | Sell |
34
-114
| -77% | -$3.35K | ﹤0.01% | 812 |
|
|
2020
Q4 | $5K | Buy |
+148
| New | +$5K | ﹤0.01% | 590 |
|