Number of Shares
22,365
Previous 22,198 0.75%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
N/A
167 Added 0.75%
22,365 $0
Q2 2024

Aug 08, 2024

SELL
N/A
-1,785 Reduced 7.44%
22,198 $0
Q1 2024

Apr 30, 2024

SELL
N/A
-9,802 Reduced 29.01%
23,983 $0
Q4 2023

Jan 31, 2024

BUY
N/A
357 Added 1.07%
33,785 $0
Q3 2023

Oct 24, 2023

BUY
N/A
309 Added 0.93%
33,428 $0
Q2 2023

Jul 27, 2023

BUY
N/A
279 Added 0.85%
33,119 $0
Q1 2023

May 03, 2023

SELL
N/A
-815 Reduced 2.42%
32,840 $0
Q4 2022

Feb 14, 2023

SELL
N/A
-1,113 Reduced 3.2%
33,655 $0
Q3 2022

Oct 31, 2022

BUY
N/A
34,768 New
34,768 $725,000
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.