Heritage Wealth Management (Arizona)’s J&J Snack Foods JJSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $10.2K | Sell |
68
-1,124
| -94% | -$168K | ﹤0.01% | 772 |
|
|
2022
Q3 | $154K | Buy |
1,192
+26
| +2% | +$3.36K | 0.05% | 274 |
|
|
2022
Q2 | $163K | Buy |
1,166
+92
| +9% | +$12.8K | 0.05% | 275 |
|
|
2022
Q1 | $167K | Buy |
+1,074
| New | +$167K | 0.05% | 301 |
|
|
2021
Q3 | $89K | Buy |
582
+97
| +20% | +$14.8K | 0.03% | 364 |
|
|
2021
Q2 | $85K | Buy |
485
+172
| +55% | +$30.1K | 0.03% | 366 |
|
|
2021
Q1 | $49K | Buy |
+313
| New | +$49K | 0.03% | 375 |
|