SWA
SOA Wealth Advisors’s LendingTree TREE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2
| Closed | -$43 | – | 979 |
|
|
2022
Q4 | $43 | Hold |
2
| – | – | ﹤0.01% | 958 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 995 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1030 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1011 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 988 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 994 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 970 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 926 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 891 |
|