SOA Wealth Advisors’s Perella Weinberg Partners PWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,622
| Closed | -$26.7K | – | 942 |
|
|
2023
Q3 | $26.7K | Sell |
2,622
-58
| -2% | -$590 | 0.01% | 370 |
|
|
2023
Q2 | $22.3K | Hold |
2,680
| – | – | 0.01% | 415 |
|
|
2023
Q1 | $24.4K | Hold |
2,680
| – | – | 0.01% | 390 |
|
|
2022
Q4 | $26.3K | Hold |
2,680
| – | – | 0.01% | 369 |
|
|
2022
Q3 | $16K | Sell |
2,680
-100
| -4% | -$597 | ﹤0.01% | 435 |
|
|
2022
Q2 | $16K | Hold |
2,780
| – | – | ﹤0.01% | 425 |
|
|
2022
Q1 | $26K | Hold |
2,780
| – | – | 0.01% | 415 |
|
|
2021
Q4 | $35K | Sell |
2,780
-40
| -1% | -$504 | 0.01% | 354 |
|
|
2021
Q3 | $37K | Hold |
2,820
| – | – | 0.01% | 352 |
|
|
2021
Q2 | $36K | Sell |
2,820
-20
| -0.7% | -$255 | 0.01% | 354 |
|
|
2021
Q1 | $31K | Buy |
+2,840
| New | +$31K | 0.01% | 326 |
|