CWA
Choice Wealth Advisors’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Hold |
6,750
| – | – | 0.32% | 20 |
|
|
2025
Q1 | $604K | Hold |
6,750
| – | – | 0.31% | 20 |
|
|
2024
Q4 | $663K | Hold |
6,750
| – | – | 0.34% | 19 |
|
|
2024
Q3 | $597K | Hold |
6,750
| – | – | 0.3% | 20 |
|
|
2024
Q2 | $500K | Hold |
6,750
| – | – | 0.26% | 21 |
|
|
2024
Q1 | $522K | Hold |
6,750
| – | – | 0.32% | 20 |
|
|
2023
Q4 | $523K | Hold |
6,750
| – | – | 0.32% | 24 |
|
|
2023
Q3 | $452K | Hold |
6,750
| – | – | 0.32% | 20 |
|
|
2023
Q2 | $494K | Hold |
6,750
| – | – | 0.34% | 21 |
|
|
2023
Q1 | $511K | Hold |
6,750
| – | – | 0.37% | 20 |
|
|
2022
Q4 | $524K | Hold |
6,750
| – | – | 0.39% | 21 |
|
|
2022
Q3 | $410K | Buy |
+6,750
| New | +$410K | 0.34% | 19 |
|
|
2022
Q2 | – | Sell |
-6,750
| Closed | -$565K | – | 51 |
|
|
2022
Q1 | $565K | Hold |
6,750
| – | – | 0.45% | 16 |
|
|
2021
Q4 | $628K | Hold |
6,750
| – | – | 0.46% | 16 |
|
|
2021
Q3 | $572K | Hold |
6,750
| – | – | 0.46% | 16 |
|
|
2021
Q2 | $555K | Hold |
6,750
| – | – | 0.4% | 18 |
|
|
2021
Q1 | $567K | Hold |
6,750
| – | – | 0.47% | 14 |
|
|
2020
Q4 | $491K | Buy |
+6,750
| New | +$491K | 0.44% | 16 |
|