J.W. Cole Advisors’s Nutrien NTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-3,866
| Closed | -$285K | – | 799 |
|
2023
Q1 | $285K | Sell |
3,866
-1,194
| -24% | -$88.2K | 0.02% | 616 |
|
2022
Q4 | $370K | Sell |
5,060
-68
| -1% | -$4.97K | 0.03% | 492 |
|
2022
Q3 | $428K | Sell |
5,128
-653
| -11% | -$54.5K | 0.04% | 432 |
|
2022
Q2 | $461K | Sell |
5,781
-474
| -8% | -$37.8K | 0.04% | 429 |
|
2022
Q1 | $650K | Buy |
6,255
+2,551
| +69% | +$265K | 0.04% | 384 |
|
2021
Q4 | $279K | Buy |
+3,704
| New | +$279K | 0.02% | 676 |
|