SWA
SOA Wealth Advisors’s Super Micro Computer SMCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Sell |
2,212
-283
| -11% | -$13.9K | 0.02% | 271 |
|
|
2025
Q1 | $85.4K | Sell |
2,495
-1,186
| -32% | -$40.6K | 0.02% | 277 |
|
|
2024
Q4 | $112K | Buy |
+3,681
| New | +$112K | 0.02% | 241 |
|
|
2024
Q3 | – | Sell |
-21
| Closed | -$17.2K | – | 861 |
|
|
2024
Q2 | $17.2K | Buy |
21
+12
| +133% | +$9.83K | ﹤0.01% | 459 |
|
|
2024
Q1 | $9.09K | Buy |
+9
| New | +$9.09K | ﹤0.01% | 551 |
|