JWM
Janiczek Wealth Management’s Southern Copper SCCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $189K | Buy |
1,752
+189
| +12% | +$20.4K | 0.04% | 188 |
|
|
2024
Q1 | $166K | Buy |
1,563
+336
| +27% | +$35.8K | 0.04% | 209 |
|
|
2023
Q4 | $106K | Buy |
1,227
+127
| +12% | +$10.9K | 0.03% | 254 |
|
|
2023
Q3 | $82.8K | Buy |
1,100
+119
| +12% | +$8.96K | 0.02% | 280 |
|
|
2023
Q2 | $70.4K | Buy |
981
+146
| +17% | +$10.5K | 0.02% | 271 |
|
|
2023
Q1 | $67.3K | Hold |
835
| – | – | 0.02% | 267 |
|
|
2022
Q4 | $63.2K | Buy |
835
+162
| +24% | +$12.3K | 0.02% | 283 |
|
|
2022
Q3 | $32K | Sell |
673
-213
| -24% | -$10.1K | 0.01% | 371 |
|
|
2022
Q2 | $44K | Sell |
886
-392
| -31% | -$19.5K | 0.01% | 329 |
|
|
2022
Q1 | $97K | Buy |
1,278
+51
| +4% | +$3.87K | 0.03% | 208 |
|
|
2021
Q4 | $76K | Buy |
1,227
+73
| +6% | +$4.52K | 0.02% | 234 |
|
|
2021
Q3 | $65K | Sell |
1,154
-674
| -37% | -$38K | 0.02% | 243 |
|
|
2021
Q2 | $118K | Sell |
1,828
-685
| -27% | -$44.2K | 0.04% | 132 |
|
|
2021
Q1 | $171K | Buy |
2,513
+443
| +21% | +$30.1K | 0.07% | 81 |
|
|
2020
Q4 | $135K | Buy |
2,070
+1,753
| +553% | +$114K | 0.07% | 86 |
|
|
2020
Q3 | $14K | Buy |
+317
| New | +$14K | 0.01% | 195 |
|