JWM
Janiczek Wealth Management’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-631
| Closed | -$47K | – | 1029 |
|
|
2022
Q1 | $47K | Sell |
631
-96
| -13% | -$7.15K | 0.01% | 309 |
|
|
2021
Q4 | $58K | Sell |
727
-246
| -25% | -$19.6K | 0.02% | 283 |
|
|
2021
Q3 | $81K | Buy |
973
+60
| +7% | +$5K | 0.03% | 204 |
|
|
2021
Q2 | $80K | Buy |
913
+56
| +7% | +$4.91K | 0.03% | 183 |
|
|
2021
Q1 | $76K | Buy |
857
+176
| +26% | +$15.6K | 0.03% | 178 |
|
|
2020
Q4 | $50K | Buy |
681
+537
| +373% | +$39.4K | 0.02% | 203 |
|
|
2020
Q3 | $10K | Buy |
+144
| New | +$10K | 0.01% | 239 |
|