J.W. Cole Advisors’s Metalla Royalty & Streaming MTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,400
| Closed | -$74K | – | 779 |
|
|
2022
Q1 | $74K | Hold |
10,400
| – | – | 0.01% | 789 |
|
|
2021
Q4 | $72K | Hold |
10,400
| – | – | ﹤0.01% | 819 |
|
|
2021
Q3 | $71K | Hold |
10,400
| – | – | 0.01% | 463 |
|
|
2021
Q2 | $89K | Hold |
10,400
| – | – | 0.01% | 725 |
|
|
2021
Q1 | $92K | Hold |
10,400
| – | – | 0.01% | 654 |
|
|
2020
Q4 | $131K | Buy |
+10,400
| New | +$131K | 0.01% | 611 |
|