J.W. Cole Advisors’s Wolfspeed WOLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,981
| Closed | -$777K | – | 795 |
|
|
2023
Q2 | $777K | Buy |
13,981
+8,752
| +167% | +$487K | 0.06% | 319 |
|
|
2023
Q1 | $340K | Buy |
5,229
+1,995
| +62% | +$130K | 0.02% | 562 |
|
|
2022
Q4 | $223K | Buy |
+3,234
| New | +$223K | 0.02% | 652 |
|
|
2021
Q4 | – | Sell |
-2,532
| Closed | -$204K | – | 885 |
|
|
2021
Q3 | $204K | Hold |
2,532
| – | – | 0.01% | 442 |
|
|
2021
Q2 | $248K | Buy |
2,532
+11
| +0.4% | +$1.08K | 0.02% | 633 |
|
|
2021
Q1 | $273K | Hold |
2,521
| – | – | 0.03% | 545 |
|
|
2020
Q4 | $267K | Buy |
+2,521
| New | +$267K | 0.03% | 508 |
|