JWCA
DMS

J.W. Cole Advisors’s Digital Media Solutions, Inc. DMS Stock Holding History

J.W. Cole Advisors’s Portfolio DMS Stock Details DMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,000
Closed -$29K – 775
2022
Q3 		$29K Sell
1,000
-133
-12% -$3K ﹤0.01% 718
2022
Q2 		$19K Hold
1,133
– – ﹤0.01% 730
2022
Q1 		$62K Hold
1,133
– – ﹤0.01% 793
2021
Q4 		$81K Buy
+1,133
New +$95.8K 0.01% 816

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EFG
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BlackRock
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