SWA
SOA Wealth Advisors’s Vontier VNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16
| Closed | – | – | 1015 |
|
|
2022
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 1004 |
|
|
2022
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 1047 |
|
|
2022
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 1021 |
|
|
2021
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 999 |
|
|
2021
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 1003 |
|
|
2021
Q2 | $0 | Sell |
16
-152
| -90% | – | ﹤0.01% | 978 |
|
|
2021
Q1 | $5K | Buy |
168
+39
| +30% | +$1.16K | ﹤0.01% | 635 |
|
|
2020
Q4 | $4K | Buy |
+129
| New | +$4K | ﹤0.01% | 649 |
|