One Wealth Advisors’s J&J Snack Foods JJSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-694
| Closed | -$104K | – | 411 |
|
|
2022
Q4 | $104K | Buy |
+694
| New | +$104K | 0.02% | 287 |
|
|
2020
Q1 | – | Sell |
-1,230
| Closed | -$227K | – | 120 |
|
|
2019
Q4 | $227K | Hold |
1,230
| – | – | 0.17% | 94 |
|
|
2019
Q3 | $236K | Buy |
+1,230
| New | +$236K | 0.21% | 82 |
|
|
2019
Q2 | – | Sell |
-1,126
| Closed | -$179K | – | 306 |
|
|
2019
Q1 | $179K | Buy |
+1,126
| New | +$179K | 0.15% | 127 |
|
|
2018
Q4 | – | Sell |
-643
| Closed | -$97K | – | 291 |
|
|
2018
Q3 | $97K | Sell |
643
-10
| -2% | -$1.51K | 0.07% | 196 |
|
|
2018
Q2 | $100K | Hold |
653
| – | – | 0.08% | 191 |
|
|
2018
Q1 | $89K | Sell |
653
-86
| -12% | -$11.7K | 0.08% | 185 |
|
|
2017
Q4 | $112K | Buy |
+739
| New | +$112K | 0.09% | 184 |
|