JWM
Janiczek Wealth Management’s Grand Canyon Education LOPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $403K | Sell |
2,880
-225
| -7% | -$31.5K | 0.08% | 97 |
|
|
2024
Q1 | $423K | Buy |
3,105
+261
| +9% | +$35.6K | 0.09% | 95 |
|
|
2023
Q4 | $376K | Buy |
2,844
+70
| +3% | +$9.24K | 0.09% | 88 |
|
|
2023
Q3 | $324K | Buy |
2,774
+53
| +2% | +$6.2K | 0.09% | 94 |
|
|
2023
Q2 | $281K | Buy |
2,721
+76
| +3% | +$7.84K | 0.08% | 97 |
|
|
2023
Q1 | $317K | Sell |
2,645
-38
| -1% | -$4.55K | 0.09% | 77 |
|
|
2022
Q4 | $297K | Buy |
2,683
+72
| +3% | +$7.98K | 0.08% | 84 |
|
|
2022
Q3 | $209K | Buy |
2,611
+404
| +18% | +$32.3K | 0.07% | 95 |
|
|
2022
Q2 | $212K | Sell |
2,207
-126
| -5% | -$12.1K | 0.06% | 94 |
|
|
2022
Q1 | $227K | Buy |
2,333
+1,352
| +138% | +$132K | 0.06% | 99 |
|
|
2021
Q4 | $84K | Sell |
981
-396
| -29% | -$33.9K | 0.03% | 213 |
|
|
2021
Q3 | $121K | Buy |
1,377
+456
| +50% | +$40.1K | 0.04% | 150 |
|
|
2021
Q2 | $83K | Buy |
921
+131
| +17% | +$11.8K | 0.03% | 180 |
|
|
2021
Q1 | $85K | Buy |
790
+196
| +33% | +$21.1K | 0.03% | 159 |
|
|
2020
Q4 | $55K | Buy |
594
+479
| +417% | +$44.4K | 0.03% | 188 |
|
|
2020
Q3 | $9K | Buy |
+115
| New | +$9K | ﹤0.01% | 253 |
|