SWA
SOA Wealth Advisors’s GrowGeneration GRWG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,575
| Closed | -$4.6K | – | 919 |
|
|
2023
Q3 | $4.6K | Hold |
1,575
| – | – | ﹤0.01% | 626 |
|
|
2023
Q2 | $5.36K | Sell |
1,575
-60
| -4% | -$204 | ﹤0.01% | 616 |
|
|
2023
Q1 | $5.59K | Hold |
1,635
| – | – | ﹤0.01% | 606 |
|
|
2022
Q4 | $6.41K | Buy |
1,635
+1,575
| +2,625% | +$6.17K | ﹤0.01% | 582 |
|
|
2022
Q3 | $0 | Hold |
60
| – | – | ﹤0.01% | 879 |
|
|
2022
Q2 | $0 | Hold |
60
| – | – | ﹤0.01% | 890 |
|
|
2022
Q1 | $0 | Hold |
60
| – | – | ﹤0.01% | 939 |
|
|
2021
Q4 | $0 | Hold |
60
| – | – | ﹤0.01% | 913 |
|
|
2021
Q3 | $1K | Sell |
60
-400
| -87% | -$6.67K | ﹤0.01% | 838 |
|
|
2021
Q2 | $22K | Buy |
460
+400
| +667% | +$19.1K | 0.01% | 444 |
|
|
2021
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 711 |
|
|
2020
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 662 |
|