Alliance Wealth Advisors (Utah)’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,103
| Closed | -$206K | – | 238 |
|
|
2024
Q1 | $206K | Sell |
10,103
-224
| -2% | -$4.56K | 0.06% | 225 |
|
|
2023
Q4 | $115K | Buy |
10,327
+129
| +1% | +$1.44K | 0.04% | 229 |
|
|
2023
Q3 | $84.2K | Buy |
+10,198
| New | +$84.2K | 0.03% | 217 |
|
|
2023
Q2 | – | Sell |
-10,094
| Closed | -$151K | – | 233 |
|
|
2023
Q1 | $151K | Buy |
+10,094
| New | +$151K | 0.06% | 219 |
|