JWM
Janiczek Wealth Management’s MSC Industrial Direct MSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $241K | Sell |
3,039
-698
| -19% | -$55.4K | 0.05% | 162 |
|
|
2024
Q1 | $363K | Buy |
3,737
+1,283
| +52% | +$125K | 0.08% | 112 |
|
|
2023
Q4 | $248K | Buy |
2,454
+1,655
| +207% | +$168K | 0.06% | 130 |
|
|
2023
Q3 | $78.4K | Buy |
799
+36
| +5% | +$3.53K | 0.02% | 294 |
|
|
2023
Q2 | $72.7K | Buy |
763
+37
| +5% | +$3.53K | 0.02% | 263 |
|
|
2023
Q1 | $64.2K | Sell |
726
-14
| -2% | -$1.24K | 0.02% | 277 |
|
|
2022
Q4 | $59.6K | Buy |
740
+97
| +15% | +$7.81K | 0.02% | 287 |
|
|
2022
Q3 | $48K | Sell |
643
-178
| -22% | -$13.3K | 0.02% | 312 |
|
|
2022
Q2 | $68K | Buy |
821
+431
| +111% | +$35.7K | 0.02% | 261 |
|
|
2022
Q1 | $33K | Sell |
390
-120
| -24% | -$10.2K | 0.01% | 374 |
|
|
2021
Q4 | $43K | Sell |
510
-157
| -24% | -$13.2K | 0.01% | 336 |
|
|
2021
Q3 | $53K | Sell |
667
-33
| -5% | -$2.62K | 0.02% | 272 |
|
|
2021
Q2 | $63K | Buy |
700
+72
| +11% | +$6.48K | 0.02% | 214 |
|
|
2021
Q1 | $57K | Buy |
628
+73
| +13% | +$6.63K | 0.02% | 209 |
|
|
2020
Q4 | $47K | Buy |
555
+448
| +419% | +$37.9K | 0.02% | 214 |
|
|
2020
Q3 | $7K | Buy |
+107
| New | +$7K | ﹤0.01% | 291 |
|