J.W. Cole Advisors’s Petrobras PBR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $144K | Buy |
+11,515
| New | +$144K | ﹤0.01% | 1388 |
|
2024
Q2 | – | Sell |
-15,888
| Closed | -$242K | – | 930 |
|
2024
Q1 | $242K | Buy |
15,888
+3,645
| +30% | +$55.4K | 0.01% | 768 |
|
2023
Q4 | $196K | Buy |
12,243
+36
| +0.3% | +$575 | 0.01% | 768 |
|
2023
Q3 | $183K | Buy |
12,207
+2,014
| +20% | +$30.2K | 0.01% | 689 |
|
2023
Q2 | $141K | Sell |
10,193
-945
| -8% | -$13.1K | 0.01% | 719 |
|
2023
Q1 | $116K | Sell |
11,138
-1,297
| -10% | -$13.5K | 0.01% | 748 |
|
2022
Q4 | $132K | Buy |
+12,435
| New | +$132K | 0.01% | 708 |
|