SWA
SOA Wealth Advisors’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$232 | – | 865 |
|
|
2024
Q1 | $232 | Hold |
4
| – | – | ﹤0.01% | 850 |
|
|
2023
Q4 | $196 | Hold |
4
| – | – | ﹤0.01% | 852 |
|
|
2023
Q3 | $172 | Buy |
4
+2
| +100% | +$86 | ﹤0.01% | 883 |
|
|
2023
Q2 | $182 | Hold |
2
| – | – | ﹤0.01% | 882 |
|
|
2023
Q1 | $150 | Hold |
2
| – | – | ﹤0.01% | 920 |
|
|
2022
Q4 | $122 | Buy |
2
+1
| +100% | +$61 | ﹤0.01% | 929 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 847 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 845 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 915 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 889 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 904 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 873 |
|