SOA Wealth Advisors’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $31.5K | Buy |
31,480
+922
| +3% | +$922 | 0.01% | 434 |
|
2025
Q1 | $30.6K | Buy |
+30,558
| New | +$30.6K | 0.01% | 402 |
|
2021
Q3 | – | Sell |
-1,438
| Closed | -$8K | – | 913 |
|
2021
Q2 | $8K | Hold |
1,438
| – | – | ﹤0.01% | 606 |
|
2021
Q1 | $7K | Hold |
1,438
| – | – | ﹤0.01% | 574 |
|
2020
Q4 | $7K | Buy |
+1,438
| New | +$7K | ﹤0.01% | 560 |
|