SWA
SOA Wealth Advisors’s CXApp CXAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3 | Sell |
3
-3
| -50% | -$3 | ﹤0.01% | 878 |
|
|
2025
Q1 | $5 | Sell |
6
-700
| -99% | -$583 | ﹤0.01% | 880 |
|
|
2024
Q4 | $1.29K | Sell |
706
-1,551
| -69% | -$2.82K | ﹤0.01% | 718 |
|
|
2024
Q3 | $3.79K | Hold |
2,257
| – | – | ﹤0.01% | 625 |
|
|
2024
Q2 | $4.56K | Sell |
2,257
-3,540
| -61% | -$7.15K | ﹤0.01% | 615 |
|
|
2024
Q1 | $14.2K | Hold |
5,797
| – | – | ﹤0.01% | 490 |
|
|
2023
Q4 | $7.48K | Sell |
5,797
-284
| -5% | -$366 | ﹤0.01% | 559 |
|
|
2023
Q3 | $11K | Buy |
+6,081
| New | +$11K | ﹤0.01% | 509 |
|