WWA
WCG Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,281
| Closed | -$301K | – | 303 |
|
|
2023
Q4 | $301K | Sell |
30,281
-14,707
| -33% | -$146K | 0.02% | 280 |
|
|
2023
Q3 | $393K | Buy |
+44,988
| New | +$393K | 0.03% | 255 |
|
|
2022
Q4 | – | Sell |
-3,400
| Closed | -$67K | – | 258 |
|
|
2022
Q3 | $67K | Buy |
+3,400
| New | +$67K | 0.01% | 285 |
|