SWA
SOA Wealth Advisors’s iBio IBIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10 | Hold |
13
| – | – | ﹤0.01% | 874 |
|
|
2025
Q1 | $52 | Hold |
13
| – | – | ﹤0.01% | 864 |
|
|
2024
Q4 | $32 | Hold |
13
| – | – | ﹤0.01% | 865 |
|
|
2024
Q3 | $29 | Hold |
13
| – | – | ﹤0.01% | 829 |
|
|
2024
Q2 | $27 | Hold |
13
| – | – | ﹤0.01% | 843 |
|
|
2024
Q1 | $53 | Hold |
13
| – | – | ﹤0.01% | 894 |
|
|
2023
Q4 | $18 | Sell |
13
-258
| -95% | -$357 | ﹤0.01% | 900 |
|
|
2023
Q3 | $82 | Hold |
271
| – | – | ﹤0.01% | 907 |
|
|
2023
Q2 | $165 | Hold |
271
| – | – | ﹤0.01% | 886 |
|
|
2023
Q1 | $564 | Hold |
271
| – | – | ﹤0.01% | 835 |
|
|
2022
Q4 | $120 | Sell |
271
-6,519
| -96% | -$2.89K | ﹤0.01% | 932 |
|
|
2022
Q3 | $1K | Hold |
6,790
| – | – | ﹤0.01% | 772 |
|
|
2022
Q2 | $1K | Hold |
6,790
| – | – | ﹤0.01% | 758 |
|
|
2022
Q1 | $2K | Hold |
6,790
| – | – | ﹤0.01% | 801 |
|
|
2021
Q4 | $3K | Hold |
6,790
| – | – | ﹤0.01% | 726 |
|
|
2021
Q3 | $7K | Hold |
6,790
| – | – | ﹤0.01% | 642 |
|
|
2021
Q2 | $10K | Hold |
6,790
| – | – | ﹤0.01% | 574 |
|
|
2021
Q1 | $10K | Hold |
6,790
| – | – | ﹤0.01% | 514 |
|
|
2020
Q4 | $17K | Buy |
+6,790
| New | +$17K | ﹤0.01% | 433 |
|