Carson Wealth (CWM LLC)’s Jones Lang LaSalle JLL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
1,469
-101
| -6% | -$25.9K | ﹤0.01% | 1731 |
|
|
2025
Q1 | $389K | Buy |
1,570
+113
| +8% | +$28K | ﹤0.01% | 1559 |
|
|
2024
Q4 | $369K | Sell |
1,457
-140
| -9% | -$35.5K | ﹤0.01% | 1494 |
|
|
2024
Q3 | $431K | Buy |
1,597
+62
| +4% | +$16.7K | ﹤0.01% | 1381 |
|
|
2024
Q2 | $315K | Buy |
1,535
+121
| +9% | +$24.8K | ﹤0.01% | 1370 |
|
|
2024
Q1 | $276K | Sell |
1,414
-6
| -0.4% | -$1.17K | ﹤0.01% | 1369 |
|
|
2023
Q4 | $268K | Buy |
1,420
+57
| +4% | +$10.8K | ﹤0.01% | 1292 |
|
|
2023
Q3 | $192K | Buy |
1,363
+24
| +2% | +$3.38K | ﹤0.01% | 1327 |
|
|
2023
Q2 | $209K | Buy |
1,339
+195
| +17% | +$30.4K | ﹤0.01% | 1231 |
|
|
2023
Q1 | $166K | Buy |
1,144
+78
| +7% | +$11.3K | ﹤0.01% | 1270 |
|
|
2022
Q4 | $170K | Sell |
1,066
-1,212
| -53% | -$193K | ﹤0.01% | 1153 |
|
|
2022
Q3 | $344K | Buy |
2,278
+323
| +17% | +$48.8K | ﹤0.01% | 857 |
|
|
2022
Q2 | $342K | Buy |
1,955
+421
| +27% | +$73.6K | ﹤0.01% | 845 |
|
|
2022
Q1 | $367K | Buy |
1,534
+571
| +59% | +$137K | ﹤0.01% | 812 |
|
|
2021
Q4 | $259K | Buy |
+963
| New | +$259K | ﹤0.01% | 923 |
|
|
2021
Q2 | $39K | Hold |
197
| – | – | ﹤0.01% | 1496 |
|
|
2021
Q1 | $39K | Hold |
197
| – | – | ﹤0.01% | 1496 |
|
|
2020
Q4 | $39K | Hold |
197
| – | – | ﹤0.01% | 1496 |
|
|
2020
Q3 | $39K | Hold |
197
| – | – | ﹤0.01% | 1496 |
|
|
2020
Q2 | $39K | Hold |
197
| – | – | ﹤0.01% | 1496 |
|
|
2020
Q1 | $39K | Hold |
197
| – | – | ﹤0.01% | 1496 |
|
|
2019
Q4 | $39K | Hold |
197
| – | – | ﹤0.01% | 1496 |
|
|
2019
Q3 | $39K | Hold |
197
| – | – | ﹤0.01% | 1496 |
|
|
2019
Q2 | $39K | Hold |
197
| – | – | ﹤0.01% | 1496 |
|
|
2019
Q1 | $39K | Buy |
197
+78
| +66% | +$15.4K | ﹤0.01% | 1496 |
|
|
2018
Q4 | $15K | Buy |
119
+100
| +526% | +$12.6K | ﹤0.01% | 1213 |
|
|
2018
Q3 | $3K | Buy |
19
+9
| +90% | +$1.42K | ﹤0.01% | 1459 |
|
|
2018
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 1383 |
|
|
2017
Q3 | – | Sell |
-2
| Closed | – | – | 1516 |
|
|
2017
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1249 |
|
|
2017
Q1 | $0 | Sell |
2
-14
| -88% | – | ﹤0.01% | 1236 |
|
|
2016
Q4 | $2K | Buy |
16
+14
| +700% | +$1.75K | ﹤0.01% | 987 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1025 |
|
|
2016
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 827 |
|