AWAU
Alliance Wealth Advisors (Utah)’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,378
| Closed | -$561K | – | 240 |
|
|
2024
Q1 | $561K | Buy |
7,378
+259
| +4% | +$19.7K | 0.17% | 126 |
|
|
2023
Q4 | $522K | Buy |
7,119
+84
| +1% | +$6.16K | 0.18% | 120 |
|
|
2023
Q3 | $456K | Buy |
7,035
+530
| +8% | +$34.4K | 0.17% | 131 |
|
|
2023
Q2 | $447K | Buy |
6,505
+68
| +1% | +$4.68K | 0.17% | 132 |
|
|
2023
Q1 | $425K | Buy |
6,437
+219
| +4% | +$14.5K | 0.17% | 128 |
|
|
2022
Q4 | $402K | Buy |
+6,218
| New | +$402K | 0.18% | 124 |
|