SOA Wealth Advisors’s Brunswick BC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34
| Closed | -$2.79K | – | 943 |
|
|
2023
Q1 | $2.79K | Hold |
34
| – | – | ﹤0.01% | 691 |
|
|
2022
Q4 | $2.45K | Hold |
34
| – | – | ﹤0.01% | 714 |
|
|
2022
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 694 |
|
|
2022
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 682 |
|
|
2022
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 785 |
|
|
2021
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 715 |
|
|
2021
Q3 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 734 |
|