Wealthspire Advisors (Maryland)’s Jones Lang LaSalle JLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-122
| Closed | -$19K | – | 1267 |
|
|
2019
Q1 | $19K | Buy |
122
+50
| +69% | +$7.79K | ﹤0.01% | 1295 |
|
|
2018
Q4 | $9K | Buy |
72
+7
| +11% | +$875 | ﹤0.01% | 1505 |
|
|
2018
Q3 | $9K | Hold |
65
| – | – | ﹤0.01% | 1560 |
|
|
2018
Q2 | $11K | Sell |
65
-7
| -10% | -$1.19K | ﹤0.01% | 1501 |
|
|
2018
Q1 | $13K | Hold |
72
| – | – | ﹤0.01% | 1461 |
|
|
2017
Q4 | $11K | Sell |
72
-2
| -3% | -$306 | ﹤0.01% | 1550 |
|
|
2017
Q3 | $9K | Buy |
74
+3
| +4% | +$365 | ﹤0.01% | 1614 |
|
|
2017
Q2 | $9K | Hold |
71
| – | – | ﹤0.01% | 1573 |
|
|
2017
Q1 | $8K | Buy |
71
+45
| +173% | +$5.07K | ﹤0.01% | 1402 |
|
|
2016
Q4 | $3K | Sell |
26
-1,481
| -98% | -$171K | ﹤0.01% | 1480 |
|
|
2016
Q3 | $171K | Buy |
1,507
+1,504
| +50,133% | +$171K | 0.03% | 423 |
|
|
2016
Q2 | $0 | Sell |
3
-50
| -94% | – | ﹤0.01% | 1757 |
|
|
2016
Q1 | $6K | Sell |
53
-485
| -90% | -$54.9K | ﹤0.01% | 1298 |
|
|
2015
Q4 | $86K | Buy |
+538
| New | +$86K | 0.02% | 565 |
|