SWA
ONL
SOA Wealth Advisors’s Orion Office REIT ONL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-25
| Closed | -$88 | – | 898 |
|
2024
Q1 | $88 | Hold |
25
| – | – | ﹤0.01% | 877 |
|
2023
Q4 | $143 | Hold |
25
| – | – | ﹤0.01% | 860 |
|
2023
Q3 | $130 | Hold |
25
| – | – | ﹤0.01% | 894 |
|
2023
Q2 | $165 | Hold |
25
| – | – | ﹤0.01% | 887 |
|
2023
Q1 | $168 | Hold |
25
| – | – | ﹤0.01% | 913 |
|
2022
Q4 | $214 | Hold |
25
| – | – | ﹤0.01% | 897 |
|
2022
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 942 |
|
2022
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 968 |
|
2022
Q1 | $0 | Buy |
+25
| New | – | ﹤0.01% | 978 |
|