PWA
Phoenix Wealth Advisors’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,185
| Closed | -$202K | – | 125 |
|
|
2024
Q3 | $202K | Hold |
1,185
| – | – | 0.09% | 120 |
|
|
2024
Q2 | $236K | Hold |
1,185
| – | – | 0.12% | 113 |
|
|
2024
Q1 | $201K | Buy |
+1,185
| New | +$201K | 0.12% | 111 |
|
|
2022
Q1 | – | Sell |
-1,172
| Closed | -$214K | – | 122 |
|
|
2021
Q4 | $214K | Hold |
1,172
| – | – | 0.16% | 115 |
|
|
2021
Q3 | $151K | Hold |
1,172
| – | – | 0.11% | 126 |
|
|
2021
Q2 | $165K | Sell |
1,172
-795
| -40% | -$112K | 0.12% | 129 |
|
|
2021
Q1 | $271K | Buy |
1,967
+25
| +1% | +$3.44K | 0.21% | 94 |
|
|
2020
Q4 | $296K | Buy |
+1,942
| New | +$296K | 0.22% | 75 |
|