SWA
COR
SOA Wealth Advisors’s Coresite Realty Corporation COR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,190
| Closed | -$441K | – | 1016 |
|
|
2021
Q3 | $441K | Sell |
3,190
-150
| -4% | -$20.7K | 0.11% | 108 |
|
|
2021
Q2 | $449K | Hold |
3,340
| – | – | 0.12% | 109 |
|
|
2021
Q1 | $400K | Sell |
3,340
-240
| -7% | -$28.7K | 0.11% | 108 |
|
|
2020
Q4 | $449K | Buy |
+3,580
| New | +$449K | 0.12% | 94 |
|