JWM
Janiczek Wealth Management’s TIM SA TIMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $328K | Buy |
22,859
+1,117
| +5% | +$16K | 0.07% | 117 |
|
|
2024
Q1 | $386K | Buy |
21,742
+2,635
| +14% | +$46.8K | 0.08% | 104 |
|
|
2023
Q4 | $353K | Buy |
19,107
+212
| +1% | +$3.92K | 0.09% | 95 |
|
|
2023
Q3 | $282K | Sell |
18,895
-139
| -0.7% | -$2.07K | 0.07% | 108 |
|
|
2023
Q2 | $291K | Buy |
19,034
+990
| +5% | +$15.1K | 0.08% | 93 |
|
|
2023
Q1 | $248K | Sell |
18,044
-1,512
| -8% | -$20.8K | 0.07% | 103 |
|
|
2022
Q4 | $227K | Buy |
19,556
+5,201
| +36% | +$60.4K | 0.06% | 107 |
|
|
2022
Q3 | $169K | Buy |
14,355
+9,661
| +206% | +$114K | 0.06% | 120 |
|
|
2022
Q2 | $57K | Sell |
4,694
-1,890
| -29% | -$23K | 0.02% | 287 |
|
|
2022
Q1 | $95K | Buy |
6,584
+2,611
| +66% | +$37.7K | 0.03% | 212 |
|
|
2021
Q4 | $46K | Sell |
3,973
-2,853
| -42% | -$33K | 0.01% | 320 |
|
|
2021
Q3 | $73K | Buy |
6,826
+3,138
| +85% | +$33.6K | 0.03% | 219 |
|
|
2021
Q2 | $42K | Buy |
3,688
+66
| +2% | +$752 | 0.02% | 286 |
|
|
2021
Q1 | $41K | Buy |
3,622
+621
| +21% | +$7.03K | 0.02% | 264 |
|
|
2020
Q4 | $42K | Buy |
3,001
+2,407
| +405% | +$33.7K | 0.02% | 231 |
|
|
2020
Q3 | $7K | Buy |
+594
| New | +$7K | ﹤0.01% | 297 |
|