SWA
SOA Wealth Advisors’s Perrigo PRGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$129 | – | 902 |
|
|
2024
Q1 | $129 | Hold |
4
| – | – | ﹤0.01% | 864 |
|
|
2023
Q4 | $129 | Sell |
4
-2
| -33% | -$65 | ﹤0.01% | 866 |
|
|
2023
Q3 | $192 | Hold |
6
| – | – | ﹤0.01% | 877 |
|
|
2023
Q2 | $204 | Hold |
6
| – | – | ﹤0.01% | 880 |
|
|
2023
Q1 | $215 | Hold |
6
| – | – | ﹤0.01% | 900 |
|
|
2022
Q4 | $205 | Hold |
6
| – | – | ﹤0.01% | 905 |
|
|
2022
Q3 | $0 | Sell |
6
-19
| -76% | – | ﹤0.01% | 954 |
|
|
2022
Q2 | $1K | Sell |
25
-407
| -94% | -$16.3K | ﹤0.01% | 777 |
|
|
2022
Q1 | $16K | Hold |
432
| – | – | ﹤0.01% | 505 |
|
|
2021
Q4 | $16K | Hold |
432
| – | – | ﹤0.01% | 488 |
|
|
2021
Q3 | $20K | Buy |
432
+22
| +5% | +$1.02K | 0.01% | 458 |
|
|
2021
Q2 | $18K | Buy |
410
+255
| +165% | +$11.2K | ﹤0.01% | 478 |
|
|
2021
Q1 | $6K | Buy |
155
+68
| +78% | +$2.63K | ﹤0.01% | 601 |
|
|
2020
Q4 | $3K | Buy |
+87
| New | +$3K | ﹤0.01% | 672 |
|