J.W. Cole Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $878K | Buy |
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|
2025
Q2 | $772K | Sell |
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|
2025
Q1 | $666K | Buy |
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|
2024
Q4 | $620K | Hold |
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|
2024
Q3 | $559K | Sell |
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|
2024
Q2 | $480K | Buy |
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|
2024
Q1 | $492K | Buy |
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|
2023
Q4 | $493K | Buy |
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|
2023
Q3 | $426K | Buy |
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|
2023
Q2 | $465K | Buy |
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|
2023
Q1 | $478K | Buy |
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|
2022
Q4 | $490K | Buy |
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|
2022
Q3 | $384K | Buy |
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|
2022
Q2 | $380K | Hold |
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|
2022
Q1 | $536K | Hold |
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|
2021
Q4 | $573K | Sell |
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|
2021
Q3 | $541K | Sell |
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|
2021
Q2 | $533K | Buy |
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