SWA
Sax Wealth Advisors’s Predictive Oncology POAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-147,437
| Closed | -$48.2K | – | 182 |
|
|
2023
Q1 | $48.2K | Hold |
147,437
| – | – | 0.01% | 175 |
|
|
2022
Q4 | $45.2K | Buy |
147,437
+40,000
| +37% | +$12.3K | 0.01% | 168 |
|
|
2022
Q3 | $39K | Hold |
107,437
| – | – | 0.01% | 157 |
|
|
2022
Q2 | $44K | Buy |
+107,437
| New | +$44K | 0.01% | 163 |
|