BerganKDV Wealth Management’s Jones Lang LaSalle JLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16
| Closed | -$2.33K | – | 984 |
|
|
2023
Q1 | $2.33K | Hold |
16
| – | – | ﹤0.01% | 806 |
|
|
2022
Q4 | $2.55K | Hold |
16
| – | – | ﹤0.01% | 772 |
|
|
2022
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 813 |
|
|
2022
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 775 |
|
|
2022
Q1 | $4K | Hold |
16
| – | – | ﹤0.01% | 759 |
|
|
2021
Q4 | $4K | Hold |
16
| – | – | ﹤0.01% | 816 |
|
|
2021
Q3 | $4K | Hold |
16
| – | – | ﹤0.01% | 780 |
|
|
2021
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 767 |
|
|
2021
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 736 |
|
|
2020
Q4 | $2K | Sell |
16
-4
| -20% | -$500 | ﹤0.01% | 781 |
|
|
2020
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 706 |
|
|
2020
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 756 |
|
|
2020
Q1 | $2K | Buy |
20
+4
| +25% | +$400 | ﹤0.01% | 739 |
|
|
2019
Q4 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 707 |
|