EWM
Evermay Wealth Management’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-600
| Closed | -$5K | – | 579 |
|
|
2023
Q2 | $5K | Hold |
600
| – | – | ﹤0.01% | 463 |
|
|
2023
Q1 | $3.64K | Hold |
600
| – | – | ﹤0.01% | 466 |
|
|
2022
Q4 | $2.77K | Hold |
600
| – | – | ﹤0.01% | 483 |
|
|
2022
Q3 | $3K | Hold |
600
| – | – | ﹤0.01% | 469 |
|
|
2022
Q2 | $3K | Hold |
600
| – | – | ﹤0.01% | 465 |
|
|
2022
Q1 | $6K | Sell |
600
-775
| -56% | -$7.75K | ﹤0.01% | 447 |
|
|
2021
Q4 | $22K | Buy |
+1,375
| New | +$22K | ﹤0.01% | 350 |
|