J.W. Cole Advisors’s Kyndryl KD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
+5,988
New +$251K 0.01% 1236
2022
Q3
Sell
-14,191
Closed -$139K 744
2022
Q2
$139K Sell
14,191
-536
-4% -$5.25K 0.01% 693
2022
Q1
$193K Buy
+14,727
New +$193K 0.01% 755