JWM
Janiczek Wealth Management’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $476K | Buy |
7,361
+346
| +5% | +$22.4K | 0.1% | 86 |
|
|
2024
Q1 | $504K | Buy |
7,015
+1,022
| +17% | +$73.5K | 0.11% | 86 |
|
|
2023
Q4 | $381K | Sell |
5,993
-393
| -6% | -$25K | 0.09% | 87 |
|
|
2023
Q3 | $385K | Buy |
6,386
+1,460
| +30% | +$87.9K | 0.1% | 79 |
|
|
2023
Q2 | $294K | Buy |
4,926
+1,182
| +32% | +$70.5K | 0.08% | 90 |
|
|
2023
Q1 | $217K | Buy |
3,744
+269
| +8% | +$15.6K | 0.06% | 115 |
|
|
2022
Q4 | $214K | Buy |
3,475
+58
| +2% | +$3.57K | 0.06% | 114 |
|
|
2022
Q3 | $167K | Buy |
3,417
+175
| +5% | +$8.55K | 0.05% | 122 |
|
|
2022
Q2 | $179K | Buy |
3,242
+414
| +15% | +$22.9K | 0.05% | 118 |
|
|
2022
Q1 | $170K | Buy |
2,828
+1,235
| +78% | +$74.2K | 0.05% | 134 |
|
|
2021
Q4 | $97K | Buy |
1,593
+284
| +22% | +$17.3K | 0.03% | 194 |
|
|
2021
Q3 | $78K | Buy |
1,309
+322
| +33% | +$19.2K | 0.03% | 212 |
|
|
2021
Q2 | $61K | Buy |
987
+379
| +62% | +$23.4K | 0.02% | 219 |
|
|
2021
Q1 | $37K | Buy |
608
+246
| +68% | +$15K | 0.01% | 288 |
|
|
2020
Q4 | $21K | Buy |
362
+300
| +484% | +$17.4K | 0.01% | 348 |
|
|
2020
Q3 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 465 |
|