J.W. Cole Advisors’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-28,438
| Closed | -$590K | – | 767 |
|
|
2023
Q1 | $590K | Hold |
28,438
| – | – | 0.04% | 409 |
|
|
2022
Q4 | $701K | Hold |
28,438
| – | – | 0.05% | 336 |
|
|
2022
Q3 | $723K | Hold |
28,438
| – | – | 0.06% | 320 |
|
|
2022
Q2 | $668K | Hold |
28,438
| – | – | 0.05% | 338 |
|
|
2022
Q1 | $832K | Sell |
28,438
-1,042
| -4% | -$30.5K | 0.06% | 320 |
|
|
2021
Q4 | $878K | Buy |
+29,480
| New | +$878K | 0.06% | 324 |
|