LFAS
Level Four Advisory Services’s St. Joe Company JOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,974
| Closed | -$217K | – | 782 |
|
|
2024
Q2 | $217K | Sell |
3,974
-176
| -4% | -$9.63K | 0.01% | 689 |
|
|
2024
Q1 | $250K | Hold |
4,150
| – | – | 0.01% | 662 |
|
|
2023
Q4 | $250K | Buy |
+4,150
| New | +$250K | 0.01% | 660 |
|
|
2023
Q3 | – | Sell |
-4,250
| Closed | -$205K | – | 811 |
|
|
2023
Q2 | $205K | Sell |
4,250
-15,630
| -79% | -$756K | 0.01% | 733 |
|
|
2023
Q1 | $827K | Sell |
19,880
-1,076
| -5% | -$44.8K | 0.05% | 318 |
|
|
2022
Q4 | $810K | Buy |
20,956
+402
| +2% | +$15.5K | 0.06% | 288 |
|
|
2022
Q3 | $658K | Buy |
20,554
+474
| +2% | +$15.2K | 0.06% | 269 |
|
|
2022
Q2 | $794K | Sell |
20,080
-9,200
| -31% | -$364K | 0.07% | 259 |
|
|
2022
Q1 | $1.74M | Sell |
29,280
-54,350
| -65% | -$3.22M | 0.14% | 168 |
|
|
2021
Q4 | $4.35M | Buy |
+83,630
| New | +$4.35M | 0.33% | 74 |
|