QWM
QP Wealth Management’s J&J Snack Foods JJSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.64M | Hold |
10,000
| – | – | 2.86% | 9 |
|
|
2023
Q2 | $1.58M | Hold |
10,000
| – | – | 2.51% | 13 |
|
|
2023
Q1 | $1.48M | Hold |
10,000
| – | – | 2.43% | 12 |
|
|
2022
Q4 | $1.5M | Hold |
10,000
| – | – | 2.33% | 16 |
|
|
2022
Q3 | $1.31M | Hold |
10,000
| – | – | 1.89% | 20 |
|
|
2022
Q2 | $1.4M | Hold |
10,000
| – | – | 1.91% | 19 |
|
|
2022
Q1 | $1.55M | Hold |
10,000
| – | – | 1.73% | 19 |
|
|
2021
Q4 | $1.58M | Hold |
10,000
| – | – | 1.68% | 22 |
|
|
2021
Q3 | $1.53M | Hold |
10,000
| – | – | 1.64% | 22 |
|
|
2021
Q2 | $1.74M | Hold |
10,000
| – | – | 1.78% | 20 |
|
|
2021
Q1 | $1.57M | Hold |
10,000
| – | – | 1.71% | 22 |
|
|
2020
Q4 | $1.55M | Hold |
10,000
| – | – | 1.71% | 21 |
|
|
2020
Q3 | $1.3M | Hold |
10,000
| – | – | 1.67% | 20 |
|
|
2020
Q2 | $1.27M | Hold |
10,000
| – | – | 1.76% | 21 |
|
|
2020
Q1 | $1.18M | Buy |
10,000
+3,000
| +43% | +$354K | 1.71% | 22 |
|
|
2019
Q4 | $1.18M | Buy |
+7,000
| New | +$1.18M | 1.44% | 23 |
|