SSWM
Sheets Smith Wealth Management’s Jones Lang LaSalle JLL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,170
| Closed | -$1.23M | – | 224 |
|
|
2015
Q2 | $1.23M | Sell |
7,170
-78
| -1% | -$13.3K | 0.34% | 92 |
|
|
2015
Q1 | $1.24M | Sell |
7,248
-3
| -0% | -$511 | 0.34% | 85 |
|
|
2014
Q4 | $1.09M | Sell |
7,251
-173
| -2% | -$25.9K | 0.28% | 103 |
|
|
2014
Q3 | $938K | Buy |
7,424
+253
| +4% | +$32K | 0.26% | 121 |
|
|
2014
Q2 | $906K | Buy |
7,171
+1,261
| +21% | +$159K | 0.24% | 124 |
|
|
2014
Q1 | $700K | Buy |
+5,910
| New | +$700K | 0.2% | 138 |
|