GWA
Guidant Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-200
| Closed | -$8K | – | 292 |
|
|
2018
Q4 | $8K | Sell |
200
-17
| -8% | -$680 | ﹤0.01% | 205 |
|
|
2018
Q3 | $9K | Hold |
217
| – | – | ﹤0.01% | 149 |
|
|
2018
Q2 | $10K | Hold |
217
| – | – | ﹤0.01% | 147 |
|
|
2018
Q1 | $9K | Buy |
217
+17
| +9% | +$705 | ﹤0.01% | 151 |
|
|
2017
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 155 |
|
|
2017
Q3 | $9K | Hold |
200
| – | – | 0.01% | 164 |
|
|
2017
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 203 |
|
|
2017
Q1 | $10K | Hold |
200
| – | – | 0.01% | 173 |
|
|
2016
Q4 | $10K | Hold |
200
| – | – | 0.01% | 164 |
|
|
2016
Q3 | $10K | Buy |
+200
| New | +$10K | 0.01% | 162 |
|