AWAU
Alliance Wealth Advisors (Utah)’s Exponent EXPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,896
| Closed | -$431K | – | 236 |
|
|
2023
Q4 | $431K | Buy |
4,896
+253
| +5% | +$22.3K | 0.14% | 152 |
|
|
2023
Q3 | $397K | Buy |
4,643
+510
| +12% | +$43.7K | 0.15% | 144 |
|
|
2023
Q2 | $386K | Buy |
4,133
+477
| +13% | +$44.5K | 0.14% | 149 |
|
|
2023
Q1 | $364K | Buy |
3,656
+320
| +10% | +$31.9K | 0.15% | 148 |
|
|
2022
Q4 | $331K | Buy |
+3,336
| New | +$331K | 0.15% | 151 |
|