SWA
SOA Wealth Advisors’s Aptiv APTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205 | Sell |
3
-6
| -67% | -$410 | ﹤0.01% | 820 |
|
|
2025
Q1 | $536 | Hold |
9
| – | – | ﹤0.01% | 782 |
|
|
2024
Q4 | $544 | Hold |
9
| – | – | ﹤0.01% | 773 |
|
|
2024
Q3 | $648 | Hold |
9
| – | – | ﹤0.01% | 737 |
|
|
2024
Q2 | $634 | Sell |
9
-3
| -25% | -$211 | ﹤0.01% | 753 |
|
|
2024
Q1 | $956 | Hold |
12
| – | – | ﹤0.01% | 768 |
|
|
2023
Q4 | $1.08K | Hold |
12
| – | – | ﹤0.01% | 748 |
|
|
2023
Q3 | $1.18K | Hold |
12
| – | – | ﹤0.01% | 757 |
|
|
2023
Q2 | $1.23K | Hold |
12
| – | – | ﹤0.01% | 769 |
|
|
2023
Q1 | $1.35K | Hold |
12
| – | – | ﹤0.01% | 764 |
|
|
2022
Q4 | $1.12K | Sell |
12
-3
| -20% | -$280 | ﹤0.01% | 786 |
|
|
2022
Q3 | $1K | Sell |
15
-6
| -29% | -$400 | ﹤0.01% | 744 |
|
|
2022
Q2 | $1K | Sell |
21
-208
| -91% | -$9.91K | ﹤0.01% | 733 |
|
|
2022
Q1 | $27K | Hold |
229
| – | – | 0.01% | 403 |
|
|
2021
Q4 | $37K | Hold |
229
| – | – | 0.01% | 339 |
|
|
2021
Q3 | $34K | Buy |
229
+42
| +22% | +$6.24K | 0.01% | 364 |
|
|
2021
Q2 | $29K | Buy |
187
+47
| +34% | +$7.29K | 0.01% | 392 |
|
|
2021
Q1 | $19K | Sell |
140
-12
| -8% | -$1.63K | 0.01% | 411 |
|
|
2020
Q4 | $22K | Buy |
+152
| New | +$22K | 0.01% | 382 |
|