KFA
JAX
Kelleher Financial Advisors’s J. Alexander's Holdings, Inc. JAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-24,955
| Closed | -$247K | – | 151 |
|
|
2016
Q2 | $247K | Sell |
24,955
-3,129
| -11% | -$31K | 0.15% | 108 |
|
|
2016
Q1 | $296K | Sell |
28,084
-1,281
| -4% | -$13.5K | 0.16% | 121 |
|
|
2015
Q4 | $320K | Buy |
29,365
+27,120
| +1,208% | +$296K | 0.22% | 83 |
|
|
2015
Q3 | $22K | Buy |
+2,245
| New | +$22K | 0.01% | 116 |
|