J.W. Cole Advisors’s Twitter, Inc. TWTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-15,271
| Closed | -$669K | – | 780 |
|
2022
Q3 | $669K | Buy |
15,271
+293
| +2% | +$12.8K | 0.06% | 333 |
|
2022
Q2 | $560K | Buy |
14,978
+649
| +5% | +$24.3K | 0.04% | 381 |
|
2022
Q1 | $554K | Buy |
14,329
+293
| +2% | +$11.3K | 0.04% | 422 |
|
2021
Q4 | $607K | Buy |
14,036
+951
| +7% | +$41.1K | 0.04% | 407 |
|
2021
Q3 | $791K | Buy |
13,085
+5,072
| +63% | +$307K | 0.06% | 195 |
|
2021
Q2 | $551K | Buy |
8,013
+1,123
| +16% | +$77.2K | 0.04% | 408 |
|
2021
Q1 | $438K | Buy |
6,890
+1,098
| +19% | +$69.8K | 0.04% | 420 |
|
2020
Q4 | $314K | Sell |
5,792
-8,145
| -58% | -$442K | 0.03% | 467 |
|
2020
Q3 | $620K | Buy |
+13,937
| New | +$620K | 0.05% | 359 |
|
2020
Q1 | – | Sell |
-9,280
| Closed | -$297K | – | 536 |
|
2019
Q4 | $297K | Buy |
+9,280
| New | +$297K | 0.04% | 420 |
|