SWA
SOA Wealth Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10
| Closed | -$4.2K | – | 906 |
|
|
2025
Q1 | $4.2K | Hold |
10
| – | – | ﹤0.01% | 646 |
|
|
2024
Q4 | $4.85K | Hold |
10
| – | – | ﹤0.01% | 622 |
|
|
2024
Q3 | $5.07K | Hold |
10
| – | – | ﹤0.01% | 602 |
|
|
2024
Q2 | $4.49K | Hold |
10
| – | – | ﹤0.01% | 616 |
|
|
2024
Q1 | $4.77K | Hold |
10
| – | – | ﹤0.01% | 616 |
|
|
2023
Q4 | $4.51K | Hold |
10
| – | – | ﹤0.01% | 610 |
|
|
2023
Q3 | $3.44K | Hold |
10
| – | – | ﹤0.01% | 658 |
|
|
2023
Q2 | $3.5K | Hold |
10
| – | – | ﹤0.01% | 660 |
|
|
2023
Q1 | $3.26K | Hold |
10
| – | – | ﹤0.01% | 673 |
|
|
2022
Q4 | $3.36K | Hold |
10
| – | – | ﹤0.01% | 676 |
|
|
2022
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 711 |
|
|
2022
Q2 | $2K | Sell |
10
-13
| -57% | -$2.6K | ﹤0.01% | 700 |
|
|
2022
Q1 | $6K | Hold |
23
| – | – | ﹤0.01% | 663 |
|
|
2021
Q4 | $7K | Hold |
23
| – | – | ﹤0.01% | 622 |
|
|
2021
Q3 | $6K | Hold |
23
| – | – | ﹤0.01% | 660 |
|
|
2021
Q2 | $5K | Buy |
23
+18
| +360% | +$3.91K | ﹤0.01% | 670 |
|
|
2021
Q1 | $0 | Buy |
5
+3
| +150% | – | ﹤0.01% | 866 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 837 |
|