Core Wealth Advisors’s Saia SAIA Stock Holding History

Core Wealth Advisors’s Portfolio SAIA Stock Details SAIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$245K	Hold
2024 Q4	$319K	Buy
2024 Q3	$295K	Hold
2024 Q2	$320K	Buy
2024 Q1	$43.3K	Hold
2023 Q4	$32.4K	Buy