SWA
SOA Wealth Advisors’s Ginkgo Bioworks DNA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-10
| Closed | -$82 | – | 882 |
|
2024
Q3 | $82 | Sell |
10
-398
| -98% | -$3.26K | ﹤0.01% | 815 |
|
2024
Q2 | $136 | Sell |
408
-82
| -17% | -$27 | ﹤0.01% | 811 |
|
2024
Q1 | $568 | Sell |
490
-3,000
| -86% | -$3.48K | ﹤0.01% | 797 |
|
2023
Q4 | $5.9K | Hold |
3,490
| – | – | ﹤0.01% | 582 |
|
2023
Q3 | $6.32K | Hold |
3,490
| – | – | ﹤0.01% | 580 |
|
2023
Q2 | $6.49K | Buy |
3,490
+13
| +0.4% | +$24 | ﹤0.01% | 584 |
|
2023
Q1 | $4.62K | Buy |
3,477
+3,439
| +9,050% | +$4.57K | ﹤0.01% | 631 |
|
2022
Q4 | $64 | Buy |
+38
| New | +$64 | ﹤0.01% | 951 |
|