Wealthspire Advisors (New York)’s Jones Lang LaSalle JLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
959
-40
| -4% | -$10.2K | ﹤0.01% | 721 |
|
|
2025
Q1 | $248K | Buy |
999
+97
| +11% | +$24K | ﹤0.01% | 688 |
|
|
2024
Q4 | $228K | Buy |
902
+152
| +20% | +$38.5K | ﹤0.01% | 712 |
|
|
2024
Q3 | $202K | Sell |
750
-1,688
| -69% | -$455K | ﹤0.01% | 710 |
|
|
2024
Q2 | $500K | Sell |
2,438
-5,070
| -68% | -$1.04M | 0.01% | 430 |
|
|
2024
Q1 | $1.46M | Buy |
7,508
+738
| +11% | +$144K | 0.02% | 248 |
|
|
2023
Q4 | $1.28M | Hold |
6,770
| – | – | 0.02% | 270 |
|
|
2023
Q3 | $956K | Hold |
6,770
| – | – | 0.02% | 286 |
|
|
2023
Q2 | $1.05M | Hold |
6,770
| – | – | 0.02% | 244 |
|
|
2023
Q1 | $985K | Buy |
6,770
+209
| +3% | +$30.4K | 0.02% | 241 |
|
|
2022
Q4 | $1.05M | Buy |
6,561
+189
| +3% | +$30.1K | 0.02% | 255 |
|
|
2022
Q3 | $963K | Buy |
6,372
+2,248
| +55% | +$340K | 0.02% | 231 |
|
|
2022
Q2 | $721K | Buy |
+4,124
| New | +$721K | 0.02% | 260 |
|
|
2021
Q4 | – | Sell |
-2,811
| Closed | -$697K | – | 584 |
|
|
2021
Q3 | $697K | Buy |
+2,811
| New | +$697K | 0.01% | 300 |
|