Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,254
| Closed | -$837K | – | 535 |
|
|
2022
Q4 | $837K | Buy |
5,254
+111
| +2% | +$17.7K | 0.08% | 208 |
|
|
2022
Q3 | $777K | Buy |
5,143
+107
| +2% | +$16.2K | 0.08% | 206 |
|
|
2022
Q2 | $881K | Sell |
5,036
-44
| -0.9% | -$7.7K | 0.09% | 206 |
|
|
2022
Q1 | $1.22M | Sell |
5,080
-59
| -1% | -$14.1K | 0.11% | 182 |
|
|
2021
Q4 | $1.38M | Sell |
5,139
-1,753
| -25% | -$472K | 0.12% | 173 |
|
|
2021
Q3 | $1.71M | Buy |
6,892
+1,717
| +33% | +$426K | 0.17% | 142 |
|
|
2021
Q2 | $1.01M | Buy |
+5,175
| New | +$1.01M | 0.1% | 216 |
|
|
2021
Q1 | – | Sell |
-8,800
| Closed | -$1.31M | – | 239 |
|
|
2020
Q4 | $1.31M | Buy |
+8,800
| New | +$1.31M | 0.15% | 148 |
|
|
2020
Q3 | – | Sell |
-9,978
| Closed | -$1.03M | – | 140 |
|
|
2020
Q2 | $1.03M | Buy |
+9,978
| New | +$1.03M | 0.19% | 117 |
|
|
2020
Q1 | – | Sell |
-13,355
| Closed | -$2.33M | – | 179 |
|
|
2019
Q4 | $2.33M | Sell |
13,355
-356
| -3% | -$62K | 0.42% | 72 |
|
|
2019
Q3 | $1.91M | Buy |
+13,711
| New | +$1.91M | 0.37% | 90 |
|
|
2015
Q2 | – | Sell |
-204
| Closed | -$35K | – | 980 |
|
|
2015
Q1 | $35K | Hold |
204
| – | – | 0.01% | 475 |
|
|
2014
Q4 | $31K | Buy |
+204
| New | +$31K | 0.01% | 466 |
|