SWM
SilverOak Wealth Management’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Hold |
3,476
| – | – | 0.13% | 53 |
|
|
2025
Q1 | $601K | Hold |
3,476
| – | – | 0.13% | 51 |
|
|
2024
Q4 | $557K | Hold |
3,476
| – | – | 0.12% | 56 |
|
|
2024
Q3 | $593K | Hold |
3,476
| – | – | 0.13% | 56 |
|
|
2024
Q2 | $586K | Hold |
3,476
| – | – | 0.14% | 53 |
|
|
2024
Q1 | $542K | Hold |
3,476
| – | – | 0.13% | 54 |
|
|
2023
Q4 | $508K | Buy |
+3,476
| New | +$508K | 0.14% | 53 |
|