Bartlett & Co Wealth Management’s Joby Aviation JOBY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-475
| Closed | -$2.39K | – | 1136 |
|
2024
Q3 | $2.39K | Hold |
475
| – | – | ﹤0.01% | 1030 |
|
2024
Q2 | $2.42K | Hold |
475
| – | – | ﹤0.01% | 1043 |
|
2024
Q1 | $2.55K | Hold |
475
| – | – | ﹤0.01% | 1023 |
|
2023
Q4 | $3.28K | Hold |
475
| – | – | ﹤0.01% | 1119 |
|
2023
Q3 | $3.06K | Buy |
+475
| New | +$3.06K | ﹤0.01% | 1043 |
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$4.34K | – | 1171 |
|
2023
Q1 | $4.34K | Hold |
1,000
| – | – | ﹤0.01% | 916 |
|
2022
Q4 | $3.35K | Hold |
1,000
| – | – | ﹤0.01% | 971 |
|
2022
Q3 | $4.33K | Buy |
+1,000
| New | +$4.33K | ﹤0.01% | 952 |
|