AWMS
Advocacy Wealth Management Services’s SPDR S&P North American Natural Resources ETF NANR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,003
| Closed | -$340K | – | 59 |
|
|
2024
Q3 | $340K | Sell |
6,003
-1,003
| -14% | -$56.8K | 0.03% | 45 |
|
|
2024
Q2 | $382K | Sell |
7,006
-1,790
| -20% | -$97.5K | 0.03% | 49 |
|
|
2024
Q1 | $480K | Sell |
8,796
-32,224
| -79% | -$1.76M | 0.04% | 49 |
|
|
2023
Q4 | $2.09M | Sell |
41,020
-204,328
| -83% | -$10.4M | 0.2% | 40 |
|
|
2023
Q3 | $13M | Buy |
245,348
+23,280
| +10% | +$1.23M | 1.45% | 16 |
|
|
2023
Q2 | $11.4M | Buy |
222,068
+10,769
| +5% | +$555K | 1.31% | 15 |
|
|
2023
Q1 | $11.3M | Sell |
211,299
-122,820
| -37% | -$6.59M | 1.38% | 15 |
|
|
2022
Q4 | $18.1M | Buy |
334,119
+24,903
| +8% | +$1.35M | 2.39% | 14 |
|
|
2022
Q3 | $16.1M | Buy |
309,216
+30,254
| +11% | +$1.57M | 2.35% | 13 |
|
|
2022
Q2 | $13.7M | Buy |
278,962
+14,551
| +6% | +$716K | 2.21% | 12 |
|
|
2022
Q1 | $15.6M | Buy |
+264,411
| New | +$15.6M | 2.71% | 11 |
|