United Capital Financial Advisors’s Society Pass SOPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-730
Closed -$10.8K 1056
2022
Q4
$10.8K Hold
730
﹤0.01% 1032
2022
Q3
$17K Hold
730
﹤0.01% 1074
2022
Q2
$21K Sell
730
-730
-50% -$21K ﹤0.01% 1106
2022
Q1
$65K Buy
+1,460
New +$65K ﹤0.01% 1131