SWA
SOA Wealth Advisors’s News Corp Class B NWS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-15
| Closed | – | – | 960 |
|
2022
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 975 |
|
2021
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 949 |
|
2021
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 964 |
|
2021
Q2 | $0 | Buy |
15
+5
| +50% | – | ﹤0.01% | 942 |
|
2021
Q1 | $0 | Sell |
10
-3
| -23% | – | ﹤0.01% | 890 |
|
2020
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 860 |
|