J.W. Cole Advisors’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
12,323
+4,748
| +63% | +$194K | 0.01% | 911 |
|
|
2025
Q1 | $290K | Buy |
+7,575
| New | +$290K | 0.01% | 975 |
|
|
2022
Q2 | – | Sell |
-6,253
| Closed | -$294K | – | 735 |
|
|
2022
Q1 | $294K | Sell |
6,253
-733
| -10% | -$34.5K | 0.02% | 626 |
|
|
2021
Q4 | $341K | Buy |
6,986
+338
| +5% | +$16.5K | 0.02% | 602 |
|
|
2021
Q3 | $330K | Buy |
+6,648
| New | +$330K | 0.02% | 337 |
|