J.W. Cole Advisors’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,632
Closed -$292K 1477
2025
Q1
$292K Buy
+1,632
New +$292K 0.01% 973