AWAU
Alliance Wealth Advisors (Utah)’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,731
| Closed | -$305K | – | 237 |
|
|
2024
Q1 | $305K | Sell |
2,731
-3,032
| -53% | -$339K | 0.09% | 201 |
|
|
2023
Q4 | $478K | Buy |
5,763
+153
| +3% | +$12.7K | 0.16% | 136 |
|
|
2023
Q3 | $486K | Sell |
5,610
-25
| -0.4% | -$2.16K | 0.18% | 121 |
|
|
2023
Q2 | $468K | Sell |
5,635
-22
| -0.4% | -$1.83K | 0.17% | 127 |
|
|
2023
Q1 | $467K | Buy |
5,657
+139
| +3% | +$11.5K | 0.19% | 119 |
|
|
2022
Q4 | $399K | Buy |
+5,518
| New | +$399K | 0.18% | 125 |
|