JWCA
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J.W. Cole Advisors’s Morningstar MORN Stock Holding History

J.W. Cole Advisors’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$663K Buy
2,110
+1
+0% +$314 0.01% 821
2025
Q1 		$633K Buy
+2,109
New +$633K 0.02% 698