SWA
SOA Wealth Advisors’s Labcorp LH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1
| Closed | -$231 | – | 889 |
|
2024
Q3 | $231 | Hold |
1
| – | – | ﹤0.01% | 787 |
|
2024
Q2 | $210 | Sell |
1
-1
| -50% | -$210 | ﹤0.01% | 800 |
|
2024
Q1 | $443 | Hold |
2
| – | – | ﹤0.01% | 812 |
|
2023
Q4 | $460 | Hold |
2
| – | – | ﹤0.01% | 804 |
|
2023
Q3 | $406 | Hold |
2
| – | – | ﹤0.01% | 833 |
|
2023
Q2 | $487 | Hold |
2
| – | – | ﹤0.01% | 835 |
|
2023
Q1 | $462 | Hold |
2
| – | – | ﹤0.01% | 851 |
|
2022
Q4 | $473 | Hold |
2
| – | – | ﹤0.01% | 847 |
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 918 |
|
2022
Q2 | $0 | Sell |
2
-5
| -71% | – | ﹤0.01% | 937 |
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 857 |
|
2021
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 781 |
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 850 |
|
2021
Q2 | $1K | Buy |
7
+5
| +250% | +$714 | ﹤0.01% | 830 |
|
2021
Q1 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 877 |
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 849 |
|