SWA
SOA Wealth Advisors’s BlackBerry BB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806 | Hold |
176
| – | – | ﹤0.01% | 765 |
|
|
2025
Q1 | $664 | Hold |
176
| – | – | ﹤0.01% | 770 |
|
|
2024
Q4 | $665 | Hold |
176
| – | – | ﹤0.01% | 761 |
|
|
2024
Q3 | $461 | Hold |
176
| – | – | ﹤0.01% | 753 |
|
|
2024
Q2 | $436 | Hold |
176
| – | – | ﹤0.01% | 771 |
|
|
2024
Q1 | $486 | Hold |
176
| – | – | ﹤0.01% | 806 |
|
|
2023
Q4 | $623 | Hold |
176
| – | – | ﹤0.01% | 788 |
|
|
2023
Q3 | $829 | Hold |
176
| – | – | ﹤0.01% | 791 |
|
|
2023
Q2 | $973 | Hold |
176
| – | – | ﹤0.01% | 783 |
|
|
2023
Q1 | $803 | Hold |
176
| – | – | ﹤0.01% | 811 |
|
|
2022
Q4 | $574 | Hold |
176
| – | – | ﹤0.01% | 836 |
|
|
2022
Q3 | $0 | Hold |
176
| – | – | ﹤0.01% | 827 |
|
|
2022
Q2 | $0 | Hold |
176
| – | – | ﹤0.01% | 818 |
|
|
2022
Q1 | $1K | Hold |
176
| – | – | ﹤0.01% | 834 |
|
|
2021
Q4 | $1K | Hold |
176
| – | – | ﹤0.01% | 807 |
|
|
2021
Q3 | $1K | Hold |
176
| – | – | ﹤0.01% | 821 |
|
|
2021
Q2 | $2K | Hold |
176
| – | – | ﹤0.01% | 757 |
|
|
2021
Q1 | $1K | Buy |
+176
| New | +$1K | ﹤0.01% | 746 |
|