SWA
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SOA Wealth Advisors’s Limbach Holdings LMB Stock Holding History

SOA Wealth Advisors’s Portfolio LMB Stock Details LMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-284
Closed -$9.01K – 930
2023
Q3 		$9.01K Sell
284
-283
-50% -$8.98K ﹤0.01% 541
2023
Q2 		$14K Buy
+567
New +$14K ﹤0.01% 487