Valeo Financial Advisors’s St. Joe Company JOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-500
| Closed | -$7K | – | 1616 |
|
|
2018
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 971 |
|
|
2018
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 1032 |
|
|
2018
Q2 | $9K | Sell |
500
-13,900
| -97% | -$250K | ﹤0.01% | 964 |
|
|
2018
Q1 | $271K | Sell |
14,400
-7,500
| -34% | -$141K | 0.04% | 216 |
|
|
2017
Q4 | $395K | Buy |
21,900
+1,000
| +5% | +$18K | 0.06% | 174 |
|
|
2017
Q3 | $394K | Buy |
+20,900
| New | +$394K | 0.09% | 146 |
|