SMFS
Squar Milner Financial Services’s Johnson & Johnson JNJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-14,863
| Closed | -$2.09M | – | 99 |
|
|
2020
Q2 | $2.09M | Buy |
14,863
+1,658
| +13% | +$233K | 1.19% | 11 |
|
|
2020
Q1 | $1.73M | Buy |
13,205
+734
| +6% | +$96.2K | 1.04% | 12 |
|
|
2019
Q4 | $1.82M | Sell |
12,471
-2,871
| -19% | -$419K | 0.91% | 15 |
|
|
2019
Q3 | $2.28M | Buy |
15,342
+3,595
| +31% | +$535K | 1.17% | 14 |
|
|
2019
Q2 | $1.64M | Buy |
11,747
+2,096
| +22% | +$292K | 1.1% | 12 |
|
|
2019
Q1 | $1.35M | Sell |
9,651
-35
| -0.4% | -$4.89K | 0.99% | 18 |
|
|
2018
Q4 | $1.25M | Buy |
9,686
+360
| +4% | +$46.5K | 1.2% | 15 |
|
|
2018
Q3 | $1.29M | Sell |
9,326
-1,962
| -17% | -$271K | 1.16% | 17 |
|
|
2018
Q2 | $1.37M | Buy |
11,288
+868
| +8% | +$105K | 1.21% | 12 |
|
|
2018
Q1 | $1.34M | Hold |
10,420
| – | – | 1.69% | 11 |
|
|
2017
Q4 | $1.5M | Buy |
+10,420
| New | +$1.5M | 1.81% | 8 |
|