Wealthcare Advisory Partners’s St. Joe Company JOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,776
| Closed | -$278K | – | 913 |
|
|
2024
Q3 | $278K | Hold |
4,776
| – | – | 0.01% | 742 |
|
|
2024
Q2 | $261K | Sell |
4,776
-505
| -10% | -$27.6K | 0.01% | 719 |
|
|
2024
Q1 | $306K | Buy |
5,281
+22
| +0.4% | +$1.28K | 0.01% | 665 |
|
|
2023
Q4 | $316K | Buy |
5,259
+220
| +4% | +$13.2K | 0.01% | 594 |
|
|
2023
Q3 | $274K | Hold |
5,039
| – | – | 0.01% | 574 |
|
|
2023
Q2 | $244K | Buy |
5,039
+1
| +0% | +$48 | 0.01% | 625 |
|
|
2023
Q1 | $210K | Buy |
+5,038
| New | +$210K | 0.01% | 675 |
|
|
2022
Q3 | – | Sell |
-5,050
| Closed | -$200K | – | 617 |
|
|
2022
Q2 | $200K | Hold |
5,050
| – | – | 0.01% | 534 |
|
|
2022
Q1 | $299K | Buy |
5,050
+525
| +12% | +$31.1K | 0.02% | 415 |
|
|
2021
Q4 | $236K | Buy |
+4,525
| New | +$236K | 0.01% | 503 |
|
|
2021
Q2 | – | Sell |
-3,325
| Closed | -$143K | – | 1230 |
|
|
2021
Q1 | $143K | Buy |
+3,325
| New | +$143K | 0.01% | 564 |
|
|
2020
Q3 | – | Sell |
-13,840
| Closed | -$269K | – | 365 |
|
|
2020
Q2 | $269K | Buy |
13,840
+1,000
| +8% | +$19.4K | 0.03% | 259 |
|
|
2020
Q1 | $215K | Hold |
12,840
| – | – | 0.03% | 255 |
|
|
2019
Q4 | $255K | Hold |
12,840
| – | – | 0.03% | 259 |
|
|
2019
Q3 | $220K | Sell |
12,840
-1,500
| -10% | -$25.7K | 0.03% | 261 |
|
|
2019
Q2 | $248K | Buy |
14,340
+12,840
| +856% | +$222K | 0.04% | 238 |
|
|
2019
Q1 | $25K | Buy |
+1,500
| New | +$25K | ﹤0.01% | 605 |
|