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SOA Wealth Advisors’s Similarweb SMWB Stock Holding History

SOA Wealth Advisors’s Portfolio SMWB Stock Details SMWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Hold
0
– – – 1001
2021
Q4 		– Sell
-1,000
Closed -$20K – 978
2021
Q3 		$20K Buy
+1,000
New +$20K 0.01% 459