JFS Wealth Advisors’s Cracker Barrel CBRL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-15
| Closed | -$633 | – | 1973 |
|
2024
Q2 | $633 | Hold |
15
| – | – | ﹤0.01% | 1768 |
|
2024
Q1 | $1.09K | Hold |
15
| – | – | ﹤0.01% | 1639 |
|
2023
Q4 | $1.16K | Buy |
+15
| New | +$1.16K | ﹤0.01% | 1620 |
|
2023
Q3 | – | Sell |
-17
| Closed | -$1.59K | – | 1971 |
|
2023
Q2 | $1.59K | Sell |
17
-1
| -6% | -$93 | ﹤0.01% | 1467 |
|
2023
Q1 | $2.05K | Buy |
18
+3
| +20% | +$341 | ﹤0.01% | 1354 |
|
2022
Q4 | $1.42K | Sell |
15
-1
| -6% | -$95 | ﹤0.01% | 1501 |
|
2022
Q3 | $1K | Buy |
16
+14
| +700% | +$875 | ﹤0.01% | 1498 |
|
2022
Q2 | $0 | Sell |
2
-10
| -83% | – | ﹤0.01% | 1763 |
|
2022
Q1 | $1K | Buy |
12
+6
| +100% | +$500 | ﹤0.01% | 1591 |
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1283 |
|
2018
Q4 | – | Sell |
-24
| Closed | -$4K | – | 468 |
|
2018
Q3 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 467 |
|