SWA
SOA Wealth Advisors’s PotlatchDeltic PCH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Hold |
0
| – | – | – | 956 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | -$50 | – | 968 |
|
|
2023
Q1 | $50 | Hold |
1
| – | – | ﹤0.01% | 951 |
|
|
2022
Q4 | $44 | Sell |
1
-107
| -99% | -$4.71K | ﹤0.01% | 957 |
|
|
2022
Q3 | $4K | Buy |
108
+107
| +10,700% | +$3.96K | ﹤0.01% | 633 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 976 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 982 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 956 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 968 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 946 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 895 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 865 |
|