J.W. Cole Advisors’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.1K | Buy |
+10,624
| New | +$90.1K | ﹤0.01% | 1414 |
|
|
2023
Q1 | – | Sell |
-27,439
| Closed | -$160K | – | 783 |
|
|
2022
Q4 | $160K | Sell |
27,439
-15,417
| -36% | -$90K | 0.01% | 700 |
|
|
2022
Q3 | $246K | Sell |
42,856
-2,038
| -5% | -$11.7K | 0.02% | 602 |
|
|
2022
Q2 | $332K | Sell |
44,894
-82
| -0.2% | -$606 | 0.03% | 519 |
|
|
2022
Q1 | $411K | Buy |
44,976
+1,590
| +4% | +$14.5K | 0.03% | 513 |
|
|
2021
Q4 | $472K | Buy |
43,386
+262
| +0.6% | +$2.85K | 0.03% | 489 |
|
|
2021
Q3 | $489K | Buy |
+43,124
| New | +$489K | 0.03% | 267 |
|
|
2020
Q4 | – | Sell |
-10,218
| Closed | -$111K | – | 704 |
|
|
2020
Q3 | $111K | Buy |
+10,218
| New | +$111K | 0.01% | 728 |
|