J.W. Cole Advisors’s Enviri NVRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23,401
| Closed | -$213K | – | 928 |
|
|
2024
Q1 | $213K | Buy |
23,401
+76
| +0.3% | +$691 | 0.01% | 812 |
|
|
2023
Q4 | $210K | Buy |
23,325
+3,950
| +20% | +$35.6K | 0.01% | 748 |
|
|
2023
Q3 | $140K | Buy |
19,375
+2,700
| +16% | +$19.5K | 0.01% | 701 |
|
|
2023
Q2 | $165K | Buy |
16,675
+1,150
| +7% | +$11.4K | 0.01% | 714 |
|
|
2023
Q1 | $106K | Buy |
+15,525
| New | +$106K | 0.01% | 753 |
|