JWM
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Janiczek Wealth Management’s SoFi Technologies SOFI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-50
Closed -$1K 1061
2021
Q4
$1K Hold
50
﹤0.01% 958
2021
Q3
$1K Hold
50
﹤0.01% 927
2021
Q2
$1K Buy
+50
New +$1K ﹤0.01% 868