JWM
Janiczek Wealth Management’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $29.9K | Buy |
98
+92
| +1,533% | +$28.1K | 0.01% | 486 |
|
|
2024
Q1 | $1.83K | Hold |
6
| – | – | ﹤0.01% | 874 |
|
|
2023
Q4 | $2.07K | Hold |
6
| – | – | ﹤0.01% | 854 |
|
|
2023
Q3 | $2.34K | Hold |
6
| – | – | ﹤0.01% | 818 |
|
|
2023
Q2 | $1.85K | Sell |
6
-1
| -14% | -$309 | ﹤0.01% | 776 |
|
|
2023
Q1 | $2.26K | Hold |
7
| – | – | ﹤0.01% | 756 |
|
|
2022
Q4 | $2.45K | Sell |
7
-1
| -13% | -$350 | ﹤0.01% | 746 |
|
|
2022
Q3 | $3K | Buy |
8
+1
| +14% | +$375 | ﹤0.01% | 729 |
|
|
2022
Q2 | $3K | Sell |
7
-21
| -75% | -$9K | ﹤0.01% | 745 |
|
|
2022
Q1 | $11K | Buy |
28
+8
| +40% | +$3.14K | ﹤0.01% | 559 |
|
|
2021
Q4 | $10K | Sell |
20
-5
| -20% | -$2.5K | ﹤0.01% | 593 |
|
|
2021
Q3 | $13K | Sell |
25
-25
| -50% | -$13K | ﹤0.01% | 539 |
|
|
2021
Q2 | $51K | Hold |
50
| – | – | 0.02% | 248 |
|
|
2021
Q1 | $60K | Buy |
50
+2
| +4% | +$2.4K | 0.02% | 199 |
|
|
2020
Q4 | $48K | Buy |
48
+35
| +269% | +$35K | 0.02% | 209 |
|
|
2020
Q3 | $11K | Buy |
+13
| New | +$11K | 0.01% | 227 |
|