SWA
SOA Wealth Advisors’s MP Materials MP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.92K | Hold |
208
| – | – | ﹤0.01% | 632 |
|
2025
Q1 | $5.08K | Buy |
+208
| New | +$5.08K | ﹤0.01% | 632 |
|
2024
Q3 | – | Sell |
-100
| Closed | -$1.27K | – | 856 |
|
2024
Q2 | $1.27K | Hold |
100
| – | – | ﹤0.01% | 713 |
|
2024
Q1 | $1.43K | Hold |
100
| – | – | ﹤0.01% | 738 |
|
2023
Q4 | $1.99K | Hold |
100
| – | – | ﹤0.01% | 700 |
|
2023
Q3 | $1.91K | Hold |
100
| – | – | ﹤0.01% | 721 |
|
2023
Q2 | $2.29K | Hold |
100
| – | – | ﹤0.01% | 711 |
|
2023
Q1 | $2.82K | Hold |
100
| – | – | ﹤0.01% | 689 |
|
2022
Q4 | $2.43K | Hold |
100
| – | – | ﹤0.01% | 715 |
|
2022
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 715 |
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 650 |
|
2022
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 689 |
|