JWCA
J.W. Cole Advisors’s Lucid Motors LCID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53K | Buy |
25,096
+2,953
| +13% | +$6.23K | ﹤0.01% | 1436 |
|
|
2025
Q1 | $53.6K | Buy |
+22,143
| New | +$53.6K | ﹤0.01% | 1224 |
|
|
2024
Q1 | – | Sell |
-24,018
| Closed | -$101K | – | 902 |
|
|
2023
Q4 | $101K | Sell |
24,018
-1,165
| -5% | -$4.91K | 0.01% | 793 |
|
|
2023
Q3 | $141K | Sell |
25,183
-837
| -3% | -$4.68K | 0.01% | 700 |
|
|
2023
Q2 | $179K | Sell |
26,020
-350
| -1% | -$2.41K | 0.01% | 709 |
|
|
2023
Q1 | $212K | Sell |
26,370
-31,085
| -54% | -$250K | 0.02% | 712 |
|
|
2022
Q4 | $392K | Sell |
57,455
-30,625
| -35% | -$209K | 0.03% | 478 |
|
|
2022
Q3 | $1.23M | Sell |
88,080
-1,600
| -2% | -$22.3K | 0.1% | 222 |
|
|
2022
Q2 | $1.54M | Buy |
89,680
+520
| +0.6% | +$8.92K | 0.12% | 193 |
|
|
2022
Q1 | $2.27M | Buy |
89,160
+5,464
| +7% | +$139K | 0.15% | 161 |
|
|
2021
Q4 | $3.19M | Buy |
83,696
+20,070
| +32% | +$764K | 0.21% | 124 |
|
|
2021
Q3 | $1.62M | Buy |
63,626
+32,823
| +107% | +$833K | 0.12% | 118 |
|
|
2021
Q2 | $888K | Buy |
30,803
+5,108
| +20% | +$147K | 0.07% | 298 |
|
|
2021
Q1 | $596K | Buy |
+25,695
| New | +$596K | 0.06% | 340 |
|