WAM
Wealthspire Advisors (Maryland)’s J&J Snack Foods JJSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-40
| Closed | -$6K | – | 1265 |
|
|
2019
Q1 | $6K | Hold |
40
| – | – | ﹤0.01% | 1752 |
|
|
2018
Q4 | $6K | Buy |
40
+10
| +33% | +$1.5K | ﹤0.01% | 1662 |
|
|
2018
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 1802 |
|
|
2018
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 1789 |
|
|
2018
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 1913 |
|
|
2017
Q4 | $5K | Buy |
30
+27
| +900% | +$4.5K | ﹤0.01% | 1832 |
|
|
2017
Q3 | $0 | Buy |
3
+2
| +200% | – | ﹤0.01% | 2360 |
|
|
2017
Q2 | $0 | Sell |
1
-2
| -67% | – | ﹤0.01% | 2238 |
|
|
2017
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1978 |
|
|
2016
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1803 |
|
|
2016
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1779 |
|
|
2016
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1756 |
|
|
2016
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1805 |
|
|
2015
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1750 |
|