SWA
PGTI
SOA Wealth Advisors’s PGT, Inc. PGTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 925 |
|
|
2024
Q1 | – | Sell |
-496
| Closed | -$20.2K | – | 930 |
|
|
2023
Q4 | $20.2K | Hold |
496
| – | – | ﹤0.01% | 430 |
|
|
2023
Q3 | $13.8K | Hold |
496
| – | – | ﹤0.01% | 481 |
|
|
2023
Q2 | $14.5K | Hold |
496
| – | – | ﹤0.01% | 483 |
|
|
2023
Q1 | $12.5K | Hold |
496
| – | – | ﹤0.01% | 503 |
|
|
2022
Q4 | $8.91K | Buy |
496
+238
| +92% | +$4.27K | ﹤0.01% | 537 |
|
|
2022
Q3 | $5K | Hold |
258
| – | – | ﹤0.01% | 617 |
|
|
2022
Q2 | $4K | Hold |
258
| – | – | ﹤0.01% | 632 |
|
|
2022
Q1 | $4K | Hold |
258
| – | – | ﹤0.01% | 736 |
|
|
2021
Q4 | $5K | Hold |
258
| – | – | ﹤0.01% | 677 |
|
|
2021
Q3 | $4K | Hold |
258
| – | – | ﹤0.01% | 728 |
|
|
2021
Q2 | $5K | Hold |
258
| – | – | ﹤0.01% | 681 |
|
|
2021
Q1 | $6K | Hold |
258
| – | – | ﹤0.01% | 607 |
|
|
2020
Q4 | $5K | Buy |
+258
| New | +$5K | ﹤0.01% | 619 |
|