DWM
Diversify Wealth Management’s Jones Lang LaSalle JLL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Sell |
1,656
-184
| -10% | -$52.2K | 0.03% | 378 |
|
|
2025
Q1 | $420K | Buy |
1,840
+7
| +0.4% | +$1.6K | 0.03% | 383 |
|
|
2024
Q4 | $437K | Sell |
1,833
-85
| -4% | -$20.2K | 0.03% | 369 |
|
|
2024
Q3 | $500K | Sell |
1,918
-117
| -6% | -$30.5K | 0.05% | 315 |
|
|
2024
Q2 | $472K | Buy |
+2,035
| New | +$472K | 0.06% | 290 |
|