Janiczek Wealth Management’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$165K	Sell	2,230 -363	-14%	-$27.1K	0.03%	213
2024 Q1	$201K	Sell	2,593 -36	-1%	-$2.67K	0.04%	177
2023 Q4	$204K	Buy	2,629 +106	+4%	+$7.39K	0.05%	158
2023 Q3	$169K	Sell	2,523 -99	-4%	-$6.98K	0.04%	165
2023 Q2	$192K	Sell	2,622 -343	-12%	-$24.7K	0.05%	131
2023 Q1	$237K	Sell	2,965 -75	-2%	-$6.32K	0.07%	105
2022 Q4	$251K	Buy	3,040 +38	+1%	+$2.8K	0.07%	97
2022 Q3	$185K	Buy	3,002 +418	+16%	+$28.6K	0.06%	112
2022 Q2	$184K	Buy	2,584 +586	+29%	+$41.5K	0.05%	114
2022 Q1	$174K	Sell	1,998 -1,181	-37%	-$109K	0.05%	131
2021 Q4	$296K	Sell	3,179 -240	-7%	-$22.6K	0.09%	78
2021 Q3	$290K	Buy	3,419 +1,164	+52%	+$101K	0.1%	63
2021 Q2	$186K	Buy	2,255 +1,133	+101%	+$95.6K	0.07%	88
2021 Q1	$94K	Buy	1,122 +757	+207%	+$58.6K	0.04%	147
2020 Q4	$27K	Buy	365 +297	+437%	+$20.2K	0.01%	302
2020 Q3	$4K	Buy	68 +40	+143%	+$2.6K	﹤0.01%	404
2020 Q2	$2K	Buy	+28	New	+$1.69K	﹤0.01%	303