SWM
Selective Wealth Management’s St. Joe Company JOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-100
| Closed | -$5K | – | 762 |
|
|
2021
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 549 |
|
|
2021
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 507 |
|
|
2021
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 421 |
|
|
2021
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 326 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 303 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 285 |
|
|
2020
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 381 |
|