SWA
SOA Wealth Advisors’s PJT Partners PJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14
| Closed | -$1.11K | – | 938 |
|
|
2023
Q3 | $1.11K | Hold |
14
| – | – | ﹤0.01% | 766 |
|
|
2023
Q2 | $975 | Hold |
14
| – | – | ﹤0.01% | 782 |
|
|
2023
Q1 | $1.01K | Hold |
14
| – | – | ﹤0.01% | 788 |
|
|
2022
Q4 | $1.03K | Hold |
14
| – | – | ﹤0.01% | 793 |
|
|
2022
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 951 |
|
|
2022
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 981 |
|
|
2022
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 986 |
|
|
2021
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 838 |
|
|
2021
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 859 |
|
|
2021
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 950 |
|
|
2021
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 900 |
|
|
2020
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 758 |
|