LWA
Lowe Wealth Advisors’s St. Joe Company JOE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,154
| Closed | -$63.1K | – | 321 |
|
2024
Q2 | $63.1K | Buy |
+1,154
| New | +$63.1K | 0.03% | 109 |
|
2023
Q3 | – | Sell |
-345
| Closed | -$16.7K | – | 337 |
|
2023
Q2 | $16.7K | Buy |
345
+50
| +17% | +$2.42K | 0.01% | 174 |
|
2023
Q1 | $12.3K | Buy |
295
+145
| +97% | +$6.03K | 0.01% | 192 |
|
2022
Q4 | $5.8K | Hold |
150
| – | – | ﹤0.01% | 249 |
|
2022
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 242 |
|
2022
Q2 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 218 |
|