SWA
SOA Wealth Advisors’s BuzzFeed BZFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-250
| Closed | -$690 | – | 843 |
|
|
2024
Q2 | $690 | Sell |
250
-750
| -75% | -$2.07K | ﹤0.01% | 749 |
|
|
2024
Q1 | $467 | Hold |
1,000
| – | – | ﹤0.01% | 811 |
|
|
2023
Q4 | $250 | Hold |
1,000
| – | – | ﹤0.01% | 839 |
|
|
2023
Q3 | $382 | Hold |
1,000
| – | – | ﹤0.01% | 837 |
|
|
2023
Q2 | $505 | Hold |
1,000
| – | – | ﹤0.01% | 833 |
|
|
2023
Q1 | $1.13K | Sell |
1,000
-3,302
| -77% | -$3.73K | ﹤0.01% | 781 |
|
|
2022
Q4 | $2.97K | Hold |
4,302
| – | – | ﹤0.01% | 690 |
|
|
2022
Q3 | $6K | Hold |
4,302
| – | – | ﹤0.01% | 575 |
|
|
2022
Q2 | $6K | Hold |
4,302
| – | – | ﹤0.01% | 561 |
|
|
2022
Q1 | $22K | Hold |
4,302
| – | – | 0.01% | 445 |
|
|
2021
Q4 | $22K | Buy |
+4,302
| New | +$22K | 0.01% | 432 |
|