SWA
SOA Wealth Advisors’s Fortrea Holdings FTRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5 | Hold |
1
| – | – | ﹤0.01% | 877 |
|
|
2025
Q1 | $8 | Hold |
1
| – | – | ﹤0.01% | 879 |
|
|
2024
Q4 | $19 | Hold |
1
| – | – | ﹤0.01% | 867 |
|
|
2024
Q3 | $20 | Hold |
1
| – | – | ﹤0.01% | 831 |
|
|
2024
Q2 | $23 | Sell |
1
-1
| -50% | -$23 | ﹤0.01% | 844 |
|
|
2024
Q1 | $80 | Hold |
2
| – | – | ﹤0.01% | 885 |
|
|
2023
Q4 | $70 | Hold |
2
| – | – | ﹤0.01% | 888 |
|
|
2023
Q3 | $57 | Buy |
+2
| New | +$57 | ﹤0.01% | 919 |
|