SWA
SOA Wealth Advisors’s Greystone Housing Impact Investors LP GHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Sell |
14,472
-2,999
| -17% | -$33.9K | 0.03% | 217 |
|
|
2025
Q1 | $215K | Hold |
17,471
| – | – | 0.05% | 180 |
|
|
2024
Q4 | $179K | Sell |
17,471
-266
| -1% | -$2.73K | 0.03% | 190 |
|
|
2024
Q3 | $249K | Hold |
17,737
| – | – | 0.05% | 162 |
|
|
2024
Q2 | $263K | Buy |
17,737
+68
| +0.4% | +$1.01K | 0.05% | 155 |
|
|
2024
Q1 | $288K | Buy |
17,669
+68
| +0.4% | +$1.11K | 0.06% | 147 |
|
|
2023
Q4 | $296K | Buy |
17,601
+68
| +0.4% | +$1.14K | 0.07% | 138 |
|
|
2023
Q3 | $271K | Buy |
+17,533
| New | +$271K | 0.07% | 140 |
|