SWA
SOA Wealth Advisors’s Box BOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$5.12K | – | 911 |
|
|
2023
Q4 | $5.12K | Hold |
200
| – | – | ﹤0.01% | 597 |
|
|
2023
Q3 | $4.84K | Hold |
200
| – | – | ﹤0.01% | 619 |
|
|
2023
Q2 | $5.88K | Hold |
200
| – | – | ﹤0.01% | 600 |
|
|
2023
Q1 | $5.36K | Hold |
200
| – | – | ﹤0.01% | 612 |
|
|
2022
Q4 | $6.23K | Hold |
200
| – | – | ﹤0.01% | 588 |
|
|
2022
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 621 |
|
|
2022
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 583 |
|
|
2022
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 679 |
|
|
2021
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 652 |
|