AWAU
Alliance Wealth Advisors (Utah)’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
4,255
-396
| -9% | -$228K | 0.59% | 55 |
|
|
2025
Q1 | $2.63M | Sell |
4,651
-393
| -8% | -$222K | 0.69% | 50 |
|
|
2024
Q4 | $3.03M | Sell |
5,044
-341
| -6% | -$205K | 0.78% | 41 |
|
|
2024
Q3 | $3.14M | Buy |
5,385
+1,880
| +54% | +$1.1M | 0.83% | 45 |
|
|
2024
Q2 | $1.69M | Buy |
+3,505
| New | +$1.69M | 0.5% | 61 |
|