Alliance Wealth Advisors (Utah)’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22,258
| Closed | -$98.4K | – | 243 |
|
|
2024
Q2 | $98.4K | Sell |
22,258
-518
| -2% | -$2.29K | 0.03% | 224 |
|
|
2024
Q1 | $125K | Sell |
22,776
-74
| -0.3% | -$406 | 0.04% | 228 |
|
|
2023
Q4 | $131K | Buy |
22,850
+465
| +2% | +$2.66K | 0.04% | 228 |
|
|
2023
Q3 | $136K | Sell |
22,385
-288
| -1% | -$1.75K | 0.05% | 215 |
|
|
2023
Q2 | $146K | Sell |
22,673
-730
| -3% | -$4.72K | 0.05% | 219 |
|
|
2023
Q1 | $191K | Buy |
23,403
+1,299
| +6% | +$10.6K | 0.08% | 218 |
|
|
2022
Q4 | $138K | Buy |
+22,104
| New | +$138K | 0.06% | 213 |
|