SWA
SOA Wealth Advisors’s Weibo WB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18
| Closed | -$361 | – | 977 |
|
|
2023
Q1 | $361 | Hold |
18
| – | – | ﹤0.01% | 864 |
|
|
2022
Q4 | $344 | Hold |
18
| – | – | ﹤0.01% | 869 |
|
|
2022
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 1006 |
|
|
2022
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 1050 |
|
|
2022
Q1 | $0 | Hold |
18
| – | – | ﹤0.01% | 1022 |
|
|
2021
Q4 | $0 | Hold |
18
| – | – | ﹤0.01% | 1000 |
|
|
2021
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 1004 |
|
|
2021
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 979 |
|
|
2021
Q1 | $0 | Hold |
18
| – | – | ﹤0.01% | 938 |
|
|
2020
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 772 |
|