JWM
Janiczek Wealth Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $165K | Hold |
2,237
| – | – | 0.03% | 214 |
|
|
2024
Q1 | $162K | Buy |
2,237
+10
| +0.4% | +$723 | 0.03% | 215 |
|
|
2023
Q4 | $153K | Sell |
2,227
-740
| -25% | -$50.9K | 0.04% | 207 |
|
|
2023
Q3 | $163K | Buy |
2,967
+2,964
| +98,800% | +$163K | 0.04% | 171 |
|
|
2023
Q2 | $171 | Sell |
3
-23
| -88% | -$1.31K | ﹤0.01% | 962 |
|
|
2023
Q1 | $1.32K | Sell |
26
-85
| -77% | -$4.32K | ﹤0.01% | 812 |
|
|
2022
Q4 | $9.27K | Buy |
111
+9
| +9% | +$751 | ﹤0.01% | 577 |
|
|
2022
Q3 | $8K | Hold |
102
| – | – | ﹤0.01% | 585 |
|
|
2022
Q2 | $7K | Sell |
102
-73
| -42% | -$5.01K | ﹤0.01% | 619 |
|
|
2022
Q1 | $15K | Hold |
175
| – | – | ﹤0.01% | 505 |
|
|
2021
Q4 | $15K | Hold |
175
| – | – | ﹤0.01% | 526 |
|
|
2021
Q3 | $13K | Buy |
175
+18
| +11% | +$1.34K | ﹤0.01% | 540 |
|
|
2021
Q2 | $11K | Buy |
157
+37
| +31% | +$2.59K | ﹤0.01% | 542 |
|
|
2021
Q1 | $8K | Buy |
120
+97
| +422% | +$6.47K | ﹤0.01% | 578 |
|
|
2020
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 761 |
|
|
2020
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 604 |
|