Glassman Wealth Services’s St. Joe Company JOE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-8
| Closed | -$481 | – | 1019 |
|
2023
Q4 | $481 | Hold |
8
| – | – | ﹤0.01% | 1728 |
|
2023
Q3 | $435 | Hold |
8
| – | – | ﹤0.01% | 1763 |
|
2023
Q2 | $387 | Hold |
8
| – | – | ﹤0.01% | 1688 |
|
2023
Q1 | $333 | Buy |
+8
| New | +$333 | ﹤0.01% | 1683 |
|
2022
Q1 | – | Sell |
-8
| Closed | – | – | 1796 |
|
2021
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1770 |
|
2021
Q3 | – | Sell |
-70
| Closed | -$3K | – | 1706 |
|
2021
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 1062 |
|
2021
Q1 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 1004 |
|