SWA
SOA Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.81K | Sell |
6,812
-189
| -3% | -$189 | ﹤0.01% | 633 |
|
2025
Q1 | $7K | Buy |
+7,001
| New | +$7K | ﹤0.01% | 607 |
|
2022
Q2 | – | Sell |
-1
| Closed | – | – | 946 |
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 970 |
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 941 |
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 956 |
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 931 |
|
2021
Q1 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 883 |
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 854 |
|