SWA
SOA Wealth Advisors’s NOV NOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14
| Closed | -$273 | – | 896 |
|
|
2024
Q1 | $273 | Hold |
14
| – | – | ﹤0.01% | 840 |
|
|
2023
Q4 | $284 | Hold |
14
| – | – | ﹤0.01% | 829 |
|
|
2023
Q3 | $293 | Hold |
14
| – | – | ﹤0.01% | 854 |
|
|
2023
Q2 | $225 | Hold |
14
| – | – | ﹤0.01% | 874 |
|
|
2023
Q1 | $259 | Hold |
14
| – | – | ﹤0.01% | 886 |
|
|
2022
Q4 | $292 | Hold |
14
| – | – | ﹤0.01% | 881 |
|
|
2022
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 933 |
|
|
2022
Q2 | $0 | Sell |
14
-34
| -71% | – | ﹤0.01% | 957 |
|
|
2022
Q1 | $0 | Hold |
48
| – | – | ﹤0.01% | 974 |
|
|
2021
Q4 | $0 | Hold |
48
| – | – | ﹤0.01% | 948 |
|
|
2021
Q3 | $0 | Hold |
48
| – | – | ﹤0.01% | 963 |
|
|
2021
Q2 | $0 | Buy |
48
+15
| +45% | – | ﹤0.01% | 941 |
|
|
2021
Q1 | $0 | Sell |
33
-38
| -54% | – | ﹤0.01% | 889 |
|
|
2020
Q4 | $0 | Buy |
+71
| New | – | ﹤0.01% | 858 |
|