SWA
SOA Wealth Advisors’s MasterBrand MBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11 | Hold |
1
| – | – | ﹤0.01% | 871 |
|
|
2025
Q1 | $13 | Sell |
1
-112
| -99% | -$1.46K | ﹤0.01% | 875 |
|
|
2024
Q4 | $1.65K | Hold |
113
| – | – | ﹤0.01% | 702 |
|
|
2024
Q3 | $2.1K | Hold |
113
| – | – | ﹤0.01% | 666 |
|
|
2024
Q2 | $1.66K | Hold |
113
| – | – | ﹤0.01% | 688 |
|
|
2024
Q1 | $2.12K | Hold |
113
| – | – | ﹤0.01% | 703 |
|
|
2023
Q4 | $1.68K | Hold |
113
| – | – | ﹤0.01% | 717 |
|
|
2023
Q3 | $1.37K | Hold |
113
| – | – | ﹤0.01% | 740 |
|
|
2023
Q2 | $1.31K | Hold |
113
| – | – | ﹤0.01% | 762 |
|
|
2023
Q1 | $909 | Buy |
+113
| New | +$909 | ﹤0.01% | 795 |
|