Creative Planning’s J. Alexander's Holdings, Inc. JAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,258
| Closed | -$15K | – | 3976 |
|
|
2017
Q2 | $15K | Sell |
1,258
-52
| -4% | -$620 | ﹤0.01% | 3342 |
|
|
2017
Q1 | $13K | Buy |
1,310
+49
| +4% | +$486 | ﹤0.01% | 3406 |
|
|
2016
Q4 | $14K | Sell |
1,261
-350
| -22% | -$3.89K | ﹤0.01% | 3286 |
|
|
2016
Q3 | $16K | Buy |
1,611
+474
| +42% | +$4.71K | ﹤0.01% | 3177 |
|
|
2016
Q2 | $11K | Hold |
1,137
| – | – | ﹤0.01% | 3172 |
|
|
2016
Q1 | $12K | Sell |
1,137
-8
| -0.7% | -$84 | ﹤0.01% | 3098 |
|
|
2015
Q4 | $13K | Buy |
1,145
+586
| +105% | +$6.65K | ﹤0.01% | 3108 |
|
|
2015
Q3 | $6K | Buy |
+559
| New | +$6K | ﹤0.01% | 3504 |
|