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