LWAM
Legacy Wealth Asset Management’s John B. Sanfilippo & Son JBSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,630
| Closed | -$219K | – | 334 |
|
|
2022
Q1 | $219K | Buy |
2,630
+92
| +4% | +$7.66K | 0.08% | 287 |
|
|
2021
Q4 | $229K | Buy |
2,538
+53
| +2% | +$4.78K | 0.08% | 287 |
|
|
2021
Q3 | $203K | Buy |
2,485
+8
| +0.3% | +$654 | 0.09% | 283 |
|
|
2021
Q2 | $219K | Buy |
2,477
+19
| +0.8% | +$1.68K | 0.1% | 285 |
|
|
2021
Q1 | $222K | Buy |
+2,458
| New | +$222K | 0.1% | 274 |
|