SWA
SOA Wealth Advisors’s QuantumScape QS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-82
| Closed | -$472 | – | 898 |
|
|
2024
Q3 | $472 | Hold |
82
| – | – | ﹤0.01% | 752 |
|
|
2024
Q2 | $403 | Sell |
82
-500
| -86% | -$2.46K | ﹤0.01% | 775 |
|
|
2024
Q1 | $3.66K | Hold |
582
| – | – | ﹤0.01% | 641 |
|
|
2023
Q4 | $4.05K | Hold |
582
| – | – | ﹤0.01% | 621 |
|
|
2023
Q3 | $3.89K | Hold |
582
| – | – | ﹤0.01% | 652 |
|
|
2023
Q2 | $4.65K | Hold |
582
| – | – | ﹤0.01% | 628 |
|
|
2023
Q1 | $4.76K | Buy |
582
+500
| +610% | +$4.09K | ﹤0.01% | 626 |
|
|
2022
Q4 | $465 | Sell |
82
-1,883
| -96% | -$10.7K | ﹤0.01% | 849 |
|
|
2022
Q3 | $16K | Buy |
1,965
+2
| +0.1% | +$16 | ﹤0.01% | 436 |
|
|
2022
Q2 | $16K | Hold |
1,963
| – | – | ﹤0.01% | 426 |
|
|
2022
Q1 | $39K | Buy |
1,963
+4
| +0.2% | +$79 | 0.01% | 341 |
|
|
2021
Q4 | $45K | Buy |
1,959
+1,773
| +953% | +$40.7K | 0.01% | 310 |
|
|
2021
Q3 | $4K | Sell |
186
-113
| -38% | -$2.43K | ﹤0.01% | 720 |
|
|
2021
Q2 | $8K | Buy |
299
+245
| +454% | +$6.56K | ﹤0.01% | 613 |
|
|
2021
Q1 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 724 |
|