SWA
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SOA Wealth Advisors’s Compass COMP Stock Holding History

SOA Wealth Advisors’s Portfolio COMP Stock Details COMP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-400
Closed -$1.29K – 947
2023
Q1 		$1.29K Hold
400
– – ﹤0.01% 770
2022
Q4 		$932 Buy
+400
New +$932 ﹤0.01% 799