SOA Wealth Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8
| Closed | -$3.64K | – | 875 |
|
|
2024
Q1 | $3.64K | Hold |
8
| – | – | ﹤0.01% | 643 |
|
|
2023
Q4 | $3.82K | Hold |
8
| – | – | ﹤0.01% | 629 |
|
|
2023
Q3 | $3.5K | Hold |
8
| – | – | ﹤0.01% | 656 |
|
|
2023
Q2 | $3.21K | Hold |
8
| – | – | ﹤0.01% | 669 |
|
|
2023
Q1 | $3.32K | Hold |
8
| – | – | ﹤0.01% | 670 |
|
|
2022
Q4 | $3.21K | Hold |
8
| – | – | ﹤0.01% | 680 |
|
|
2022
Q3 | $3K | Hold |
8
| – | – | ﹤0.01% | 657 |
|
|
2022
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 637 |
|
|
2022
Q1 | $3K | Hold |
8
| – | – | ﹤0.01% | 746 |
|
|
2021
Q4 | $3K | Hold |
8
| – | – | ﹤0.01% | 723 |
|
|
2021
Q3 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 740 |
|