JWCA
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J.W. Cole Advisors’s SonicShares Global Shipping ETF BOAT Stock Holding History

J.W. Cole Advisors’s Portfolio BOAT Stock Details BOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,700
Closed -$301K – 743
2022
Q1 		$301K Buy
+8,700
New +$282K 0.02% 618

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J.W. Cole Advisors's BOAT Position: Q2 2022 in Review

J.W. Cole Advisors sold out of SonicShares Global Shipping ETF (BOAT) in Q2 2022, closing a stake of 8,700 shares — an estimated $301K sold.

J.W. Cole Advisors first reported a position in BOAT in Q1 2022 and held it in 1 quarter. The position peaked at $301K in Q1 2022. 18 funds tracked by Wall St. Rank hold BOAT as of Q2 2022.

  • J.W. Cole Advisors reported no remaining SonicShares Global Shipping ETF position as of Q2 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 8,700 SonicShares Global Shipping ETF shares in Q2 2022, an estimated $301K.
  • J.W. Cole Advisors first reported a position in SonicShares Global Shipping ETF in Q1 2022 and held it in 1 quarter.
  • J.W. Cole Advisors's SonicShares Global Shipping ETF position peaked at $301K in Q1 2022.
  • 18 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2022.

Based on J.W. Cole Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.