SWA
SOA Wealth Advisors’s Resideo Technologies REZI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16
| Closed | -$322 | – | 899 |
|
|
2024
Q3 | $322 | Hold |
16
| – | – | ﹤0.01% | 771 |
|
|
2024
Q2 | $313 | Hold |
16
| – | – | ﹤0.01% | 785 |
|
|
2024
Q1 | $359 | Hold |
16
| – | – | ﹤0.01% | 824 |
|
|
2023
Q4 | $301 | Hold |
16
| – | – | ﹤0.01% | 828 |
|
|
2023
Q3 | $253 | Hold |
16
| – | – | ﹤0.01% | 862 |
|
|
2023
Q2 | $283 | Sell |
16
-28
| -64% | -$495 | ﹤0.01% | 859 |
|
|
2023
Q1 | $804 | Hold |
44
| – | – | ﹤0.01% | 810 |
|
|
2022
Q4 | $724 | Sell |
44
-18
| -29% | -$296 | ﹤0.01% | 823 |
|
|
2022
Q3 | $1K | Hold |
62
| – | – | ﹤0.01% | 796 |
|
|
2022
Q2 | $1K | Hold |
62
| – | – | ﹤0.01% | 780 |
|
|
2022
Q1 | $1K | Hold |
62
| – | – | ﹤0.01% | 869 |
|
|
2021
Q4 | $1K | Sell |
62
-5
| -7% | -$81 | ﹤0.01% | 844 |
|
|
2021
Q3 | $1K | Hold |
67
| – | – | ﹤0.01% | 864 |
|
|
2021
Q2 | $2K | Hold |
67
| – | – | ﹤0.01% | 781 |
|
|
2021
Q1 | $1K | Sell |
67
-11
| -14% | -$164 | ﹤0.01% | 785 |
|
|
2020
Q4 | $2K | Buy |
+78
| New | +$2K | ﹤0.01% | 699 |
|