SWA
Stratos Wealth Advisors’s WesBanco WSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33,257
| Closed | -$1.04M | – | 737 |
|
|
2023
Q4 | $1.04M | Hold |
33,257
| – | – | 0.06% | 318 |
|
|
2023
Q3 | $812K | Hold |
33,257
| – | – | 0.05% | 348 |
|
|
2023
Q2 | $852K | Hold |
33,257
| – | – | 0.06% | 338 |
|
|
2023
Q1 | $1.02M | Hold |
33,257
| – | – | 0.08% | 282 |
|
|
2022
Q4 | $1.23M | Sell |
33,257
-139
| -0.4% | -$5.14K | 0.1% | 256 |
|
|
2022
Q3 | $1.11M | Sell |
33,396
-15,904
| -32% | -$531K | 0.12% | 231 |
|
|
2022
Q2 | $1.56M | Hold |
49,300
| – | – | 0.14% | 190 |
|
|
2022
Q1 | $1.69M | Sell |
49,300
-420
| -0.8% | -$14.4K | 0.14% | 187 |
|
|
2021
Q4 | $1.74M | Buy |
49,720
+1,180
| +2% | +$41.3K | 0.13% | 204 |
|
|
2021
Q3 | $1.65M | Hold |
48,540
| – | – | 0.14% | 189 |
|
|
2021
Q2 | $1.73M | Hold |
48,540
| – | – | 0.15% | 174 |
|
|
2021
Q1 | $1.75M | Hold |
48,540
| – | – | 0.19% | 149 |
|
|
2020
Q4 | $1.45M | Buy |
48,540
+6,202
| +15% | +$186K | 0.2% | 123 |
|
|
2020
Q3 | $904K | Buy |
42,338
+59
| +0.1% | +$1.26K | 0.22% | 116 |
|
|
2020
Q2 | $859K | Buy |
+42,279
| New | +$859K | 0.26% | 88 |
|