TWA
TCI Wealth Advisors’s John B. Sanfilippo & Son JBSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-145
| Closed | -$14.1K | – | 1230 |
|
|
2023
Q1 | $14.1K | Hold |
145
| – | – | ﹤0.01% | 888 |
|
|
2022
Q4 | $11.8K | Sell |
145
-8
| -5% | -$651 | ﹤0.01% | 954 |
|
|
2022
Q3 | $12K | Sell |
153
-3
| -2% | -$235 | ﹤0.01% | 910 |
|
|
2022
Q2 | $11K | Buy |
+156
| New | +$11K | ﹤0.01% | 953 |
|
|
2017
Q4 | – | Sell |
-9
| Closed | -$1K | – | 1392 |
|
|
2017
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1138 |
|