SWA
Strata Wealth Advisors’s Floor & Decor FND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,981
| Closed | -$481K | – | 80 |
|
|
2025
Q1 | $481K | Sell |
5,981
-8,938
| -60% | -$719K | 0.15% | 48 |
|
|
2024
Q4 | $1.49M | Sell |
14,919
-919
| -6% | -$91.6K | 0.47% | 27 |
|
|
2024
Q3 | $1.97M | Sell |
15,838
-1,336
| -8% | -$166K | 0.63% | 25 |
|
|
2024
Q2 | $1.71M | Sell |
17,174
-1,140
| -6% | -$113K | 0.59% | 24 |
|
|
2024
Q1 | $2.37M | Sell |
18,314
-10,911
| -37% | -$1.41M | 0.84% | 20 |
|
|
2023
Q4 | $3.26M | Buy |
+29,225
| New | +$3.26M | 1.28% | 11 |
|