SWA
SOA Wealth Advisors’s AdvanSix ASIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7
| Closed | -$268 | – | 941 |
|
|
2023
Q1 | $268 | Hold |
7
| – | – | ﹤0.01% | 883 |
|
|
2022
Q4 | $266 | Sell |
7
-4
| -36% | -$152 | ﹤0.01% | 888 |
|
|
2022
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 819 |
|
|
2022
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 812 |
|
|
2022
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 896 |
|
|
2021
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 871 |
|
|
2021
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 890 |
|
|
2021
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 860 |
|
|
2021
Q1 | $0 | Sell |
11
-2
| -15% | – | ﹤0.01% | 807 |
|
|
2020
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 787 |
|