J.W. Cole Advisors’s Ceco Environmental CECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,385
| Closed | -$214K | – | 822 |
|
|
2023
Q3 | $214K | Buy |
13,385
+625
| +5% | +$9.98K | 0.02% | 666 |
|
|
2023
Q2 | $170K | Buy |
12,760
+75
| +0.6% | +$1K | 0.01% | 712 |
|
|
2023
Q1 | $177K | Buy |
12,685
+785
| +7% | +$11K | 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 | +$71K | 0.01% | 708 |
|