LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s St. Joe Company JOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$20K | – | 630 |
|
|
2014
Q3 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 480 |
|
|
2014
Q2 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 494 |
|
|
2014
Q1 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 496 |
|
|
2013
Q4 | $19K | Sell |
1,000
-3,000
| -75% | -$57K | ﹤0.01% | 474 |
|
|
2013
Q3 | $78K | Hold |
4,000
| – | – | ﹤0.01% | 329 |
|
|
2013
Q2 | $84K | Buy |
+4,000
| New | +$84K | ﹤0.01% | 338 |
|