JWM
Janiczek Wealth Management’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $14.2K | Hold |
48
| – | – | ﹤0.01% | 612 |
|
|
2024
Q1 | $14.8K | Hold |
48
| – | – | ﹤0.01% | 618 |
|
|
2023
Q4 | $13.7K | Hold |
48
| – | – | ﹤0.01% | 614 |
|
|
2023
Q3 | $11.2K | Sell |
48
-8
| -14% | -$1.87K | ﹤0.01% | 619 |
|
|
2023
Q2 | $11K | Sell |
56
-21
| -27% | -$4.12K | ﹤0.01% | 555 |
|
|
2023
Q1 | $16.1K | Sell |
77
-87
| -53% | -$18.1K | ﹤0.01% | 487 |
|
|
2022
Q4 | $39.2K | Buy |
164
+19
| +13% | +$4.55K | 0.01% | 349 |
|
|
2022
Q3 | $31K | Sell |
145
-55
| -28% | -$11.8K | 0.01% | 377 |
|
|
2022
Q2 | $51K | Sell |
200
-98
| -33% | -$25K | 0.02% | 303 |
|
|
2022
Q1 | $81K | Buy |
298
+32
| +12% | +$8.7K | 0.02% | 236 |
|
|
2021
Q4 | $91K | Buy |
266
+13
| +5% | +$4.45K | 0.03% | 202 |
|
|
2021
Q3 | $66K | Buy |
253
+15
| +6% | +$3.91K | 0.02% | 239 |
|
|
2021
Q2 | $61K | Buy |
238
+13
| +6% | +$3.33K | 0.02% | 218 |
|
|
2021
Q1 | $51K | Buy |
225
+37
| +20% | +$8.39K | 0.02% | 224 |
|
|
2020
Q4 | $44K | Buy |
188
+128
| +213% | +$30K | 0.02% | 221 |
|
|
2020
Q3 | $10K | Buy |
+60
| New | +$10K | 0.01% | 240 |
|