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Heritage Wealth Management (Arizona)’s J&J Snack Foods JJSF Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio JJSF Stock Details JJSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$10.2K Sell
68
-1,124
-94% -$167K ﹤0.01% 772
2022
Q3 		$154K Buy
1,192
+26
+2% +$3.69K 0.05% 274
2022
Q2 		$163K Buy
1,166
+92
+9% +$12.6K 0.05% 275
2022
Q1 		$167K Buy
+1,074
New +$167K 0.05% 301
2021
Q3 		$89K Buy
582
+97
+20% +$15.8K 0.03% 364
2021
Q2 		$85K Buy
485
+172
+55% +$29K 0.03% 366
2021
Q1 		$49K Buy
+313
New +$49.1K 0.03% 375

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GCM
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