Stratos Wealth Partners’s Jones Lang LaSalle JLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-978
| Closed | -$248K | – | 1444 |
|
|
2024
Q4 | $248K | Buy |
978
+90
| +10% | +$22.8K | ﹤0.01% | 1247 |
|
|
2024
Q3 | $240K | Buy |
+888
| New | +$240K | ﹤0.01% | 1252 |
|
|
2022
Q3 | – | Sell |
-2,020
| Closed | -$353K | – | 1189 |
|
|
2022
Q2 | $353K | Sell |
2,020
-1,680
| -45% | -$294K | 0.01% | 861 |
|
|
2022
Q1 | $886K | Buy |
3,700
+572
| +18% | +$137K | 0.02% | 596 |
|
|
2021
Q4 | $842K | Buy |
3,128
+812
| +35% | +$219K | 0.02% | 611 |
|
|
2021
Q3 | $575K | Sell |
2,316
-226
| -9% | -$56.1K | 0.01% | 701 |
|
|
2021
Q2 | $497K | Buy |
+2,542
| New | +$497K | 0.01% | 773 |
|
|
2018
Q4 | – | Sell |
-87
| Closed | -$13K | – | 1685 |
|
|
2018
Q3 | $13K | Buy |
+87
| New | +$13K | ﹤0.01% | 2059 |
|
|
2018
Q2 | – | Sell |
-87
| Closed | -$15K | – | 1808 |
|
|
2018
Q1 | $15K | Buy |
+87
| New | +$15K | ﹤0.01% | 2130 |
|
|
2015
Q3 | – | Sell |
-2,330
| Closed | -$398K | – | 575 |
|
|
2015
Q2 | $398K | Buy |
+2,330
| New | +$398K | 0.05% | 299 |
|