PWA
Phoenix Wealth Advisors’s Spotify SPOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,080
| Closed | -$398K | – | 126 |
|
|
2024
Q3 | $398K | Hold |
1,080
| – | – | 0.18% | 86 |
|
|
2024
Q2 | $339K | Hold |
1,080
| – | – | 0.17% | 95 |
|
|
2024
Q1 | $285K | Hold |
1,080
| – | – | 0.17% | 96 |
|
|
2023
Q4 | $204K | Buy |
+1,080
| New | +$204K | 0.14% | 111 |
|
|
2022
Q2 | – | Sell |
-5,471
| Closed | -$797K | – | 118 |
|
|
2022
Q1 | $797K | Buy |
5,471
+1,353
| +33% | +$197K | 0.82% | 31 |
|
|
2021
Q4 | $964K | Sell |
4,118
-507
| -11% | -$119K | 0.73% | 36 |
|
|
2021
Q3 | $1.04M | Sell |
4,625
-15
| -0.3% | -$3.38K | 0.78% | 33 |
|
|
2021
Q2 | $1.22M | Sell |
4,640
-75
| -2% | -$19.8K | 0.88% | 30 |
|
|
2021
Q1 | $1.29M | Buy |
4,715
+1,159
| +33% | +$317K | 1% | 32 |
|
|
2020
Q4 | $1.12M | Buy |
+3,556
| New | +$1.12M | 0.85% | 34 |
|