SWA
SOA Wealth Advisors’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374 | Hold |
2
| – | – | ﹤0.01% | 796 |
|
|
2025
Q1 | $334 | Hold |
2
| – | – | ﹤0.01% | 811 |
|
|
2024
Q4 | $362 | Sell |
2
-1
| -33% | -$181 | ﹤0.01% | 794 |
|
|
2024
Q3 | $703 | Hold |
3
| – | – | ﹤0.01% | 730 |
|
|
2024
Q2 | $693 | Hold |
3
| – | – | ﹤0.01% | 747 |
|
|
2024
Q1 | $790 | Hold |
3
| – | – | ﹤0.01% | 782 |
|
|
2023
Q4 | $700 | Hold |
3
| – | – | ﹤0.01% | 780 |
|
|
2023
Q3 | $620 | Hold |
3
| – | – | ﹤0.01% | 809 |
|
|
2023
Q2 | $562 | Hold |
3
| – | – | ﹤0.01% | 821 |
|
|
2023
Q1 | $595 | Hold |
3
| – | – | ﹤0.01% | 831 |
|
|
2022
Q4 | $544 | Hold |
3
| – | – | ﹤0.01% | 838 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 841 |
|
|
2022
Q2 | $0 | Sell |
3
-7
| -70% | – | ﹤0.01% | 833 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 840 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 765 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 826 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 808 |
|
|
2021
Q1 | $1K | Sell |
10
-17
| -63% | -$1.7K | ﹤0.01% | 753 |
|
|
2020
Q4 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 624 |
|