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J.W. Cole Advisors’s Crescent Energy CRGY Stock Holding History

J.W. Cole Advisors’s Portfolio CRGY Stock Details CRGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,307
Closed -$136K – 887
2023
Q4 		$136K Buy
+10,307
New +$136K 0.01% 781