JWM
MSP
Janiczek Wealth Management’s Datto Holding Corp. MSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,174
| Closed | -$31K | – | 1104 |
|
|
2022
Q1 | $31K | Sell |
1,174
-1,093
| -48% | -$28.9K | 0.01% | 386 |
|
|
2021
Q4 | $60K | Buy |
2,267
+1,295
| +133% | +$34.3K | 0.02% | 278 |
|
|
2021
Q3 | $23K | Buy |
972
+139
| +17% | +$3.29K | 0.01% | 437 |
|
|
2021
Q2 | $23K | Buy |
833
+351
| +73% | +$9.69K | 0.01% | 403 |
|
|
2021
Q1 | $11K | Buy |
+482
| New | +$11K | ﹤0.01% | 522 |
|