SWA
SOA Wealth Advisors’s Trinseo TSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-88
| Closed | -$450 | – | 906 |
|
|
2024
Q3 | $450 | Hold |
88
| – | – | ﹤0.01% | 755 |
|
|
2024
Q2 | $203 | Hold |
88
| – | – | ﹤0.01% | 803 |
|
|
2024
Q1 | $333 | Hold |
88
| – | – | ﹤0.01% | 829 |
|
|
2023
Q4 | $737 | Sell |
88
-158
| -64% | -$1.32K | ﹤0.01% | 778 |
|
|
2023
Q3 | $2.01K | Hold |
246
| – | – | ﹤0.01% | 718 |
|
|
2023
Q2 | $3.11K | Hold |
246
| – | – | ﹤0.01% | 673 |
|
|
2023
Q1 | $5.12K | Hold |
246
| – | – | ﹤0.01% | 619 |
|
|
2022
Q4 | $5.58K | Sell |
246
-242
| -50% | -$5.49K | ﹤0.01% | 612 |
|
|
2022
Q3 | $8K | Hold |
488
| – | – | ﹤0.01% | 546 |
|
|
2022
Q2 | $18K | Hold |
488
| – | – | 0.01% | 407 |
|
|
2022
Q1 | $23K | Hold |
488
| – | – | 0.01% | 443 |
|
|
2021
Q4 | $25K | Buy |
488
+41
| +9% | +$2.1K | 0.01% | 412 |
|
|
2021
Q3 | $24K | Buy |
+447
| New | +$24K | 0.01% | 423 |
|