SWA
SOA Wealth Advisors’s Caesars Entertainment CZR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5
| Closed | -$125 | – | 894 |
|
|
2025
Q1 | $125 | Hold |
5
| – | – | ﹤0.01% | 839 |
|
|
2024
Q4 | $167 | Sell |
5
-3
| -38% | -$100 | ﹤0.01% | 829 |
|
|
2024
Q3 | $334 | Hold |
8
| – | – | ﹤0.01% | 770 |
|
|
2024
Q2 | $318 | Sell |
8
-48
| -86% | -$1.91K | ﹤0.01% | 784 |
|
|
2024
Q1 | $2.45K | Hold |
56
| – | – | ﹤0.01% | 687 |
|
|
2023
Q4 | $2.63K | Hold |
56
| – | – | ﹤0.01% | 667 |
|
|
2023
Q3 | $2.6K | Hold |
56
| – | – | ﹤0.01% | 688 |
|
|
2023
Q2 | $2.85K | Hold |
56
| – | – | ﹤0.01% | 684 |
|
|
2023
Q1 | $2.73K | Hold |
56
| – | – | ﹤0.01% | 693 |
|
|
2022
Q4 | $2.33K | Sell |
56
-3
| -5% | -$125 | ﹤0.01% | 720 |
|
|
2022
Q3 | $1K | Hold |
59
| – | – | ﹤0.01% | 756 |
|
|
2022
Q2 | $2K | Sell |
59
-67
| -53% | -$2.27K | ﹤0.01% | 690 |
|
|
2022
Q1 | $9K | Buy |
126
+26
| +26% | +$1.86K | ﹤0.01% | 602 |
|
|
2021
Q4 | $9K | Sell |
100
-450
| -82% | -$40.5K | ﹤0.01% | 584 |
|
|
2021
Q3 | $61K | Sell |
550
-61
| -10% | -$6.77K | 0.02% | 281 |
|
|
2021
Q2 | $63K | Buy |
611
+594
| +3,494% | +$61.2K | 0.02% | 278 |
|
|
2021
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 758 |
|