SWA
SOA Wealth Advisors’s Dentsply Sirona XRAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-533
| Closed | -$10.1K | – | 914 |
|
|
2024
Q4 | $10.1K | Hold |
533
| – | – | ﹤0.01% | 543 |
|
|
2024
Q3 | $14.4K | Hold |
533
| – | – | ﹤0.01% | 496 |
|
|
2024
Q2 | $13.3K | Hold |
533
| – | – | ﹤0.01% | 496 |
|
|
2024
Q1 | $17.7K | Sell |
533
-267
| -33% | -$8.86K | ﹤0.01% | 460 |
|
|
2023
Q4 | $28.5K | Hold |
800
| – | – | 0.01% | 368 |
|
|
2023
Q3 | $27.3K | Buy |
+800
| New | +$27.3K | 0.01% | 366 |
|
|
2023
Q1 | – | Sell |
-800
| Closed | -$25.5K | – | 981 |
|
|
2022
Q4 | $25.5K | Hold |
800
| – | – | 0.01% | 374 |
|
|
2022
Q3 | $22K | Hold |
800
| – | – | 0.01% | 373 |
|
|
2022
Q2 | $28K | Sell |
800
-3
| -0.4% | -$105 | 0.01% | 338 |
|
|
2022
Q1 | $39K | Buy |
803
+800
| +26,667% | +$38.9K | 0.01% | 344 |
|
|
2021
Q4 | $0 | Sell |
3
-800
| -100% | – | ﹤0.01% | 1002 |
|
|
2021
Q3 | $46K | Hold |
803
| – | – | 0.01% | 320 |
|
|
2021
Q2 | $50K | Buy |
+803
| New | +$50K | 0.01% | 310 |
|