SWA
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Strata Wealth Advisors’s Visa V Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$860K Sell
3,816
-347
-8% -$78.2K 0.44% 21
2022
Q4
$865K Buy
+4,163
New +$865K 0.48% 20