WealthSource Partners’s St. Joe Company JOE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-9,579
| Closed | -$379K | – | 527 |
|
2022
Q2 | $379K | Sell |
9,579
-1,787
| -16% | -$70.7K | 0.03% | 353 |
|
2022
Q1 | $673K | Sell |
11,366
-884
| -7% | -$52.3K | 0.05% | 289 |
|
2021
Q4 | $638K | Sell |
12,250
-70
| -0.6% | -$3.65K | 0.05% | 268 |
|
2021
Q3 | $519K | Buy |
+12,320
| New | +$519K | 0.05% | 285 |
|