JWM
Janiczek Wealth Management’s Schneider National SNDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $314K | Sell |
12,992
-1,332
| -9% | -$32.2K | 0.07% | 125 |
|
|
2024
Q1 | $324K | Buy |
14,324
+1,207
| +9% | +$27.3K | 0.07% | 120 |
|
|
2023
Q4 | $334K | Sell |
13,117
-858
| -6% | -$21.8K | 0.08% | 101 |
|
|
2023
Q3 | $387K | Buy |
13,975
+509
| +4% | +$14.1K | 0.1% | 78 |
|
|
2023
Q2 | $387K | Buy |
13,466
+971
| +8% | +$27.9K | 0.11% | 69 |
|
|
2023
Q1 | $332K | Buy |
12,495
+305
| +3% | +$8.11K | 0.09% | 75 |
|
|
2022
Q4 | $301K | Buy |
12,190
+3,319
| +37% | +$81.9K | 0.08% | 81 |
|
|
2022
Q3 | $186K | Sell |
8,871
-1,132
| -11% | -$23.7K | 0.06% | 110 |
|
|
2022
Q2 | $253K | Sell |
10,003
-3,576
| -26% | -$90.4K | 0.08% | 82 |
|
|
2022
Q1 | $346K | Buy |
13,579
+1,769
| +15% | +$45.1K | 0.1% | 66 |
|
|
2021
Q4 | $318K | Buy |
11,810
+2,628
| +29% | +$70.8K | 0.1% | 69 |
|
|
2021
Q3 | $209K | Buy |
9,182
+5,079
| +124% | +$116K | 0.07% | 91 |
|
|
2021
Q2 | $89K | Sell |
4,103
-1,553
| -27% | -$33.7K | 0.03% | 173 |
|
|
2021
Q1 | $141K | Buy |
5,656
+4,163
| +279% | +$104K | 0.06% | 101 |
|
|
2020
Q4 | $31K | Buy |
1,493
+818
| +121% | +$17K | 0.02% | 273 |
|
|
2020
Q3 | $17K | Buy |
+675
| New | +$17K | 0.01% | 168 |
|