SWA
SOA Wealth Advisors’s VanEck Pharmaceutical ETF PPH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-35
| Closed | -$3.16K | – | 921 |
|
2025
Q1 | $3.16K | Hold |
35
| – | – | ﹤0.01% | 672 |
|
2024
Q4 | $2.99K | Buy |
35
+1
| +3% | +$86 | ﹤0.01% | 655 |
|
2024
Q3 | $3.27K | Hold |
34
| – | – | ﹤0.01% | 638 |
|
2024
Q2 | $3.13K | Hold |
34
| – | – | ﹤0.01% | 643 |
|
2024
Q1 | $3.09K | Hold |
34
| – | – | ﹤0.01% | 661 |
|
2023
Q4 | $2.76K | Hold |
34
| – | – | ﹤0.01% | 662 |
|
2023
Q3 | $2.7K | Hold |
34
| – | – | ﹤0.01% | 682 |
|
2023
Q2 | $2.65K | Buy |
34
+1
| +3% | +$78 | ﹤0.01% | 692 |
|
2023
Q1 | $2.59K | Hold |
33
| – | – | ﹤0.01% | 699 |
|
2022
Q4 | $2.58K | Hold |
33
| – | – | ﹤0.01% | 707 |
|
2022
Q3 | $2K | Buy |
33
+1
| +3% | +$61 | ﹤0.01% | 720 |
|
2022
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 710 |
|
2022
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 816 |
|
2021
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 787 |
|
2021
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 796 |
|
2021
Q2 | $2K | Sell |
32
-78
| -71% | -$4.88K | ﹤0.01% | 780 |
|
2021
Q1 | $7K | Hold |
110
| – | – | ﹤0.01% | 582 |
|
2020
Q4 | $7K | Buy |
+110
| New | +$7K | ﹤0.01% | 567 |
|