JWM
Janiczek Wealth Management’s Pearson PSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $183K | Sell |
14,644
-2,259
| -13% | -$28.2K | 0.04% | 196 |
|
|
2024
Q1 | $222K | Buy |
16,903
+3,265
| +24% | +$43K | 0.05% | 170 |
|
|
2023
Q4 | $168K | Buy |
13,638
+625
| +5% | +$7.68K | 0.04% | 184 |
|
|
2023
Q3 | $137K | Buy |
13,013
+1,198
| +10% | +$12.6K | 0.04% | 200 |
|
|
2023
Q2 | $124K | Buy |
11,815
+1,777
| +18% | +$18.6K | 0.03% | 188 |
|
|
2023
Q1 | $105K | Buy |
10,038
+754
| +8% | +$7.9K | 0.03% | 203 |
|
|
2022
Q4 | $106K | Sell |
9,284
-96
| -1% | -$1.1K | 0.03% | 209 |
|
|
2022
Q3 | $95K | Sell |
9,380
-1,086
| -10% | -$11K | 0.03% | 203 |
|
|
2022
Q2 | $97K | Sell |
10,466
-2,817
| -21% | -$26.1K | 0.03% | 208 |
|
|
2022
Q1 | $132K | Buy |
13,283
+9,519
| +253% | +$94.6K | 0.04% | 171 |
|
|
2021
Q4 | $32K | Sell |
3,764
-569
| -13% | -$4.84K | 0.01% | 399 |
|
|
2021
Q3 | $42K | Buy |
4,333
+329
| +8% | +$3.19K | 0.01% | 314 |
|
|
2021
Q2 | $46K | Buy |
4,004
+1,109
| +38% | +$12.7K | 0.02% | 270 |
|
|
2021
Q1 | $31K | Buy |
2,895
+746
| +35% | +$7.99K | 0.01% | 321 |
|
|
2020
Q4 | $20K | Buy |
+2,149
| New | +$20K | 0.01% | 352 |
|