JWM
Janiczek Wealth Management’s PagerDuty PD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-131
| Closed | -$4K | – | 1041 |
|
|
2022
Q1 | $4K | Sell |
131
-139
| -51% | -$4.24K | ﹤0.01% | 704 |
|
|
2021
Q4 | $9K | Sell |
270
-173
| -39% | -$5.77K | ﹤0.01% | 610 |
|
|
2021
Q3 | $18K | Sell |
443
-18
| -4% | -$731 | 0.01% | 475 |
|
|
2021
Q2 | $20K | Sell |
461
-65
| -12% | -$2.82K | 0.01% | 428 |
|
|
2021
Q1 | $21K | Buy |
526
+22
| +4% | +$878 | 0.01% | 398 |
|
|
2020
Q4 | $21K | Buy |
504
+376
| +294% | +$15.7K | 0.01% | 345 |
|
|
2020
Q3 | $3K | Buy |
+128
| New | +$3K | ﹤0.01% | 455 |
|