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J.W. Cole Advisors’s Ceco Environmental CECO Stock Holding History

J.W. Cole Advisors’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,385
Closed -$214K – 822
2023
Q3 		$214K Buy
13,385
+625
+5% +$8.56K 0.02% 666
2023
Q2 		$170K Buy
12,760
+75
+0.6% +$932 0.01% 713
2023
Q1 		$177K Buy
12,685
+785
+7% +$11.1K 0.01% 734
2022
Q4 		$139K Hold
11,900
– – 0.01% 705
2022
Q3 		$105K Hold
11,900
– – 0.01% 692
2022
Q2 		$71K Buy
+11,900
New +$65.9K 0.01% 708

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