J.W. Cole Advisors’s Bar Harbor Bankshares BHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
+14,325
| New | +$429K | 0.01% | 973 |
|
|
2025
Q1 | – | Sell |
-14,325
| Closed | -$438K | – | 1259 |
|
|
2024
Q4 | $438K | Hold |
14,325
| – | – | 0.02% | 646 |
|
|
2024
Q3 | $442K | Hold |
14,325
| – | – | 0.02% | 642 |
|
|
2024
Q2 | $385K | Sell |
14,325
-475
| -3% | -$12.8K | 0.02% | 607 |
|
|
2024
Q1 | $379K | Hold |
14,800
| – | – | 0.02% | 611 |
|
|
2023
Q4 | $435K | Buy |
+14,800
| New | +$435K | 0.03% | 527 |
|