SWA
SOA Wealth Advisors’s CyberArk CYBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Sell |
1,548
-63
| -4% | -$25.6K | 0.12% | 103 |
|
|
2025
Q1 | $545K | Sell |
1,611
-7
| -0.4% | -$2.37K | 0.11% | 106 |
|
|
2024
Q4 | $539K | Hold |
1,618
| – | – | 0.1% | 109 |
|
|
2024
Q3 | $472K | Sell |
1,618
-22
| -1% | -$6.42K | 0.09% | 117 |
|
|
2024
Q2 | $448K | Sell |
1,640
-154
| -9% | -$42.1K | 0.09% | 116 |
|
|
2024
Q1 | $477K | Sell |
1,794
-241
| -12% | -$64K | 0.1% | 112 |
|
|
2023
Q4 | $446K | Sell |
2,035
-100
| -5% | -$21.9K | 0.1% | 109 |
|
|
2023
Q3 | $350K | Sell |
2,135
-112
| -5% | -$18.3K | 0.09% | 119 |
|
|
2023
Q2 | $351K | Sell |
2,247
-604
| -21% | -$94.4K | 0.08% | 121 |
|
|
2023
Q1 | $422K | Sell |
2,851
-77
| -3% | -$11.4K | 0.1% | 104 |
|
|
2022
Q4 | $380K | Sell |
2,928
-158
| -5% | -$20.5K | 0.1% | 103 |
|
|
2022
Q3 | $462K | Sell |
3,086
-475
| -13% | -$71.1K | 0.14% | 84 |
|
|
2022
Q2 | $455K | Sell |
3,561
-4,138
| -54% | -$529K | 0.13% | 89 |
|
|
2022
Q1 | $1.3M | Sell |
7,699
-418
| -5% | -$70.5K | 0.32% | 63 |
|
|
2021
Q4 | $1.43M | Sell |
8,117
-778
| -9% | -$137K | 0.35% | 55 |
|
|
2021
Q3 | $1.4M | Sell |
8,895
-1,680
| -16% | -$265K | 0.36% | 57 |
|
|
2021
Q2 | $1.38M | Sell |
10,575
-7,426
| -41% | -$967K | 0.35% | 59 |
|
|
2021
Q1 | $2.33M | Sell |
18,001
-1,984
| -10% | -$257K | 0.65% | 42 |
|
|
2020
Q4 | $3.23M | Buy |
+19,985
| New | +$3.23M | 0.88% | 34 |
|