JWM
Janiczek Wealth Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $165K | Sell |
2,230
-363
| -14% | -$26.9K | 0.03% | 213 |
|
|
2024
Q1 | $201K | Sell |
2,593
-36
| -1% | -$2.79K | 0.04% | 177 |
|
|
2023
Q4 | $204K | Buy |
2,629
+106
| +4% | +$8.21K | 0.05% | 158 |
|
|
2023
Q3 | $169K | Sell |
2,523
-99
| -4% | -$6.63K | 0.04% | 165 |
|
|
2023
Q2 | $192K | Sell |
2,622
-343
| -12% | -$25.1K | 0.05% | 131 |
|
|
2023
Q1 | $237K | Sell |
2,965
-75
| -2% | -$6K | 0.07% | 105 |
|
|
2022
Q4 | $251K | Buy |
3,040
+38
| +1% | +$3.13K | 0.07% | 96 |
|
|
2022
Q3 | $185K | Buy |
3,002
+418
| +16% | +$25.8K | 0.06% | 111 |
|
|
2022
Q2 | $184K | Buy |
2,584
+586
| +29% | +$41.7K | 0.05% | 113 |
|
|
2022
Q1 | $174K | Sell |
1,998
-1,181
| -37% | -$103K | 0.05% | 130 |
|
|
2021
Q4 | $296K | Sell |
3,179
-240
| -7% | -$22.3K | 0.09% | 77 |
|
|
2021
Q3 | $290K | Buy |
3,419
+1,164
| +52% | +$98.7K | 0.1% | 63 |
|
|
2021
Q2 | $186K | Buy |
2,255
+1,133
| +101% | +$93.5K | 0.07% | 88 |
|
|
2021
Q1 | $94K | Buy |
1,122
+757
| +207% | +$63.4K | 0.04% | 147 |
|
|
2020
Q4 | $27K | Buy |
365
+297
| +437% | +$22K | 0.01% | 301 |
|
|
2020
Q3 | $4K | Buy |
68
+40
| +143% | +$2.35K | ﹤0.01% | 402 |
|
|
2020
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 301 |
|