VWA
Valued Wealth Advisors’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93K | Buy |
28
+1
| +4% | +$104 | ﹤0.01% | 343 |
|
|
2025
Q1 | $2.44K | Hold |
27
| – | – | ﹤0.01% | 387 |
|
|
2024
Q4 | $2.66K | Hold |
27
| – | – | ﹤0.01% | 375 |
|
|
2024
Q3 | $2.39K | Hold |
27
| – | – | ﹤0.01% | 353 |
|
|
2024
Q2 | $2K | Sell |
27
-4
| -13% | -$296 | ﹤0.01% | 366 |
|
|
2024
Q1 | $2.41K | Buy |
31
+21
| +210% | +$1.63K | ﹤0.01% | 334 |
|
|
2023
Q4 | $677 | Buy |
+10
| New | +$677 | ﹤0.01% | 411 |
|