BWP
Baldwin Wealth Partners’s Jones Lang LaSalle JLL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38
| Closed | -$10.3K | – | 649 |
|
|
2024
Q3 | $10.3K | Buy |
+38
| New | +$10.3K | ﹤0.01% | 796 |
|
|
2016
Q3 | – | Sell |
-125
| Closed | -$12K | – | 548 |
|
|
2016
Q2 | $12K | Sell |
125
-4,178
| -97% | -$401K | ﹤0.01% | 382 |
|
|
2016
Q1 | $505K | Sell |
4,303
-6,564
| -60% | -$770K | 0.09% | 145 |
|
|
2015
Q4 | $1.74M | Buy |
10,867
+90
| +0.8% | +$14.4K | 0.28% | 83 |
|
|
2015
Q3 | $1.55M | Sell |
10,777
-1,759
| -14% | -$253K | 0.26% | 88 |
|
|
2015
Q2 | $2.14M | Sell |
12,536
-370
| -3% | -$63.3K | 0.32% | 70 |
|
|
2015
Q1 | $2.2M | Buy |
12,906
+739
| +6% | +$126K | 0.32% | 73 |
|
|
2014
Q4 | $1.82M | Buy |
12,167
+3,421
| +39% | +$513K | 0.26% | 87 |
|
|
2014
Q3 | $1.11M | Buy |
8,746
+5,601
| +178% | +$708K | 0.16% | 127 |
|
|
2014
Q2 | $397K | Hold |
3,145
| – | – | 0.06% | 184 |
|
|
2014
Q1 | $373K | Buy |
3,145
+2,345
| +293% | +$278K | 0.06% | 186 |
|
|
2013
Q4 | $82K | Buy |
+800
| New | +$82K | 0.01% | 236 |
|