CPA
Clear Perspective Advisors’s John B. Sanfilippo & Son JBSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,413
| Closed | -$391K | – | 172 |
|
|
2021
Q2 | $391K | Buy |
+4,413
| New | +$391K | 0.14% | 108 |
|
|
2019
Q3 | – | Sell |
-13
| Closed | -$2.7M | – | 174 |
|
|
2019
Q2 | $2.7M | Buy |
+13
| New | +$2.7M | 1.73% | 12 |
|
|
2018
Q3 | – | Sell |
-13
| Closed | -$1K | – | 291 |
|
|
2018
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 479 |
|
|
2018
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 476 |
|
|
2017
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 448 |
|
|
2017
Q3 | $1K | Sell |
13
-12
| -48% | -$923 | ﹤0.01% | 452 |
|
|
2017
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 435 |
|
|
2017
Q1 | $2K | Sell |
25
-25
| -50% | -$2K | ﹤0.01% | 383 |
|
|
2016
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 355 |
|