AWA
Acorn Wealth Advisors’s SPDR FactSet Innovative Technology ETF XITK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,979
| Closed | -$643K | – | 184 |
|
|
2021
Q3 | $643K | Sell |
2,979
-300
| -9% | -$64.8K | 0.45% | 55 |
|
|
2021
Q2 | $741K | Sell |
3,279
-43
| -1% | -$9.72K | 0.51% | 48 |
|
|
2021
Q1 | $694K | Buy |
3,322
+1,479
| +80% | +$309K | 0.5% | 50 |
|
|
2020
Q4 | $396K | Buy |
+1,843
| New | +$396K | 0.31% | 77 |
|