J.W. Cole Advisors’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,675
| Closed | -$32K | – | 815 |
|
|
2022
Q4 | $32K | Buy |
17,675
+1,700
| +11% | +$3.08K | ﹤0.01% | 732 |
|
|
2022
Q3 | $39K | Sell |
15,975
-4,000
| -20% | -$9.77K | ﹤0.01% | 715 |
|
|
2022
Q2 | $54K | Sell |
19,975
-1,800
| -8% | -$4.87K | ﹤0.01% | 719 |
|
|
2022
Q1 | $84K | Buy |
21,775
+1,500
| +7% | +$5.79K | 0.01% | 787 |
|
|
2021
Q4 | $119K | Buy |
+20,275
| New | +$119K | 0.01% | 805 |
|