Gideon Capital Advisors’s Jones Lang LaSalle JLL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-2,578
| Closed | -$326K | – | 447 |
|
2018
Q4 | $326K | Buy |
+2,578
| New | +$326K | 0.13% | 246 |
|
2018
Q2 | – | Sell |
-1,824
| Closed | -$319K | – | 435 |
|
2018
Q1 | $319K | Buy |
+1,824
| New | +$319K | 0.2% | 213 |
|
2016
Q3 | – | Sell |
-9,112
| Closed | -$888K | – | 233 |
|
2016
Q2 | $888K | Buy |
+9,112
| New | +$888K | 0.52% | 62 |
|
2015
Q4 | – | Sell |
-1,743
| Closed | -$251K | – | 237 |
|
2015
Q3 | $251K | Buy |
+1,743
| New | +$251K | 0.15% | 175 |
|
2014
Q3 | – | Sell |
-4,957
| Closed | -$627K | – | 319 |
|
2014
Q2 | $627K | Buy |
4,957
+3,217
| +185% | +$407K | 0.23% | 134 |
|
2014
Q1 | $206K | Buy |
+1,740
| New | +$206K | 0.11% | 188 |
|