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Alliance Wealth Advisors (Utah)’s Global X Defense Tech ETF SHLD Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio SHLD Stock Details SHLD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-49,301
Closed -$1.84M – 270
2024
Q4 		$1.84M Buy
49,301
+1,531
+3% +$57.3K 0.48% 69
2024
Q3 		$1.78M Buy
+47,770
New +$1.78M 0.47% 65