JWM
Janiczek Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$346 | – | 1115 |
|
|
2024
Q1 | $346 | Hold |
4
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q4 | $315 | Hold |
4
| – | – | ﹤0.01% | 1027 |
|
|
2023
Q3 | $289 | Hold |
4
| – | – | ﹤0.01% | 1013 |
|
|
2023
Q2 | $304 | Hold |
4
| – | – | ﹤0.01% | 939 |
|
|
2023
Q1 | $304 | Sell |
4
-78
| -95% | -$5.93K | ﹤0.01% | 942 |
|
|
2022
Q4 | $7.25K | Hold |
82
| – | – | ﹤0.01% | 614 |
|
|
2022
Q3 | $6K | Buy |
82
+78
| +1,950% | +$5.71K | ﹤0.01% | 638 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1042 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1047 |
|
|
2021
Q4 | $0 | Sell |
4
-40
| -91% | – | ﹤0.01% | 1075 |
|
|
2021
Q3 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 772 |
|