JWM
Janiczek Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $323K | Sell |
725
-147
| -17% | -$65.6K | 0.07% | 121 |
|
|
2024
Q1 | $371K | Buy |
872
+58
| +7% | +$24.7K | 0.08% | 108 |
|
|
2023
Q4 | $359K | Buy |
814
+41
| +5% | +$18.1K | 0.09% | 92 |
|
|
2023
Q3 | $282K | Buy |
773
+121
| +19% | +$44.2K | 0.07% | 106 |
|
|
2023
Q2 | $261K | Buy |
652
+176
| +37% | +$70.6K | 0.07% | 105 |
|
|
2023
Q1 | $166K | Buy |
476
+474
| +23,700% | +$165K | 0.05% | 140 |
|
|
2022
Q4 | $736 | Sell |
2
-11
| -85% | -$4.05K | ﹤0.01% | 882 |
|
|
2022
Q3 | $4K | Sell |
13
-39
| -75% | -$12K | ﹤0.01% | 696 |
|
|
2022
Q2 | $20K | Sell |
52
-170
| -77% | -$65.4K | 0.01% | 470 |
|
|
2022
Q1 | $91K | Buy |
222
+42
| +23% | +$17.2K | 0.03% | 219 |
|
|
2021
Q4 | $85K | Buy |
180
+3
| +2% | +$1.42K | 0.03% | 211 |
|
|
2021
Q3 | $75K | Buy |
177
+55
| +45% | +$23.3K | 0.03% | 215 |
|
|
2021
Q2 | $50K | Buy |
122
+4
| +3% | +$1.64K | 0.02% | 251 |
|
|
2021
Q1 | $42K | Buy |
+118
| New | +$42K | 0.02% | 262 |
|
|
2020
Q3 | – | Sell |
-12
| Closed | -$4K | – | 717 |
|
|
2020
Q2 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 212 |
|