SWA
Z icon

SOA Wealth Advisors’s Zillow Z Stock Holding History

SOA Wealth Advisors’s Portfolio Z Stock Details Z Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-200
Closed -$11.6K – 927
2023
Q4 		$11.6K Buy
+200
New +$11.6K ﹤0.01% 506