Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-85
| Closed | -$17K | – | 878 |
|
|
2021
Q2 | $17K | Hold |
85
| – | – | 0.01% | 682 |
|
|
2021
Q1 | $15K | Hold |
85
| – | – | ﹤0.01% | 712 |
|
|
2020
Q4 | $13K | Hold |
85
| – | – | ﹤0.01% | 685 |
|
|
2020
Q3 | $8K | Hold |
85
| – | – | ﹤0.01% | 718 |
|
|
2020
Q2 | $9K | Hold |
85
| – | – | ﹤0.01% | 708 |
|
|
2020
Q1 | $9K | Hold |
85
| – | – | ﹤0.01% | 692 |
|
|
2019
Q4 | $15K | Hold |
85
| – | – | ﹤0.01% | 716 |
|
|
2019
Q3 | $12K | Hold |
85
| – | – | ﹤0.01% | 755 |
|
|
2019
Q2 | $12K | Hold |
85
| – | – | ﹤0.01% | 750 |
|
|
2019
Q1 | $13K | Hold |
85
| – | – | ﹤0.01% | 762 |
|
|
2018
Q4 | $11K | Hold |
85
| – | – | ﹤0.01% | 750 |
|
|
2018
Q3 | $12K | Hold |
85
| – | – | ﹤0.01% | 813 |
|
|
2018
Q2 | $14K | Sell |
85
-63
| -43% | -$10.4K | ﹤0.01% | 795 |
|
|
2018
Q1 | $26K | Buy |
+148
| New | +$26K | 0.01% | 661 |
|
|
2016
Q2 | – | Sell |
-2,448
| Closed | -$287K | – | 285 |
|
|
2016
Q1 | $287K | Hold |
2,448
| – | – | 0.11% | 207 |
|
|
2015
Q4 | $391K | Hold |
2,448
| – | – | 0.15% | 186 |
|
|
2015
Q3 | $352K | Buy |
+2,448
| New | +$352K | 0.14% | 181 |
|
|
2015
Q1 | $392K | Hold |
2,300
| – | – | 0.12% | 185 |
|
|
2014
Q4 | $345K | Buy |
2,300
+200
| +10% | +$30K | 0.11% | 189 |
|
|
2014
Q3 | $265K | Hold |
2,100
| – | – | 0.09% | 211 |
|
|
2014
Q2 | $265K | Hold |
2,100
| – | – | 0.09% | 221 |
|
|
2014
Q1 | $249K | Hold |
2,100
| – | – | 0.09% | 200 |
|
|
2013
Q4 | $215K | Hold |
2,100
| – | – | 0.08% | 209 |
|
|
2013
Q3 | $183K | Buy |
+2,100
| New | +$183K | 0.08% | 214 |
|