Perfromance Wealth Partners’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
Q4 | – | Sell |
-10,100
| Closed | -$589K | – | 195 |
|
|
2024
Q3 | $589K | Buy |
10,100
+450
| +5% | +$26.2K | 0.02% | 92 |
|
|
2024
Q2 | $528K | Hold |
9,650
| – | – | 0.02% | 82 |
|
|
2024
Q1 | $559K | Sell |
9,650
-123
| -1% | -$7.13K | 0.02% | 87 |
|
|
2023
Q4 | $588K | Hold |
9,773
| – | – | 0.03% | 92 |
|
|
2023
Q3 | $531K | Sell |
9,773
-2,065
| -17% | -$112K | 0.03% | 100 |
|
|
2023
Q2 | $578K | Sell |
11,838
-1,381
| -10% | -$67.4K | 0.03% | 102 |
|
|
2023
Q1 | $550K | Hold |
13,219
| – | – | 0.03% | 102 |
|
|
2022
Q4 | $511K | Sell |
13,219
-77
| -0.6% | -$2.98K | 0.03% | 100 |
|
|
2022
Q3 | $426K | Hold |
13,296
| – | – | 0.02% | 109 |
|
|
2022
Q2 | $526K | Hold |
13,296
| – | – | 0.03% | 96 |
|
|
2022
Q1 | $788K | Hold |
13,296
| – | – | 0.03% | 85 |
|
|
2021
Q4 | $692K | Buy |
+13,296
| New | +$692K | 0.03% | 102 |
|