AWAU
Alliance Wealth Advisors (Utah)’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,951
| Closed | -$328K | – | 243 |
|
|
2024
Q1 | $328K | Buy |
3,951
+164
| +4% | +$13.6K | 0.1% | 192 |
|
|
2023
Q4 | $316K | Buy |
3,787
+157
| +4% | +$13.1K | 0.11% | 186 |
|
|
2023
Q3 | $263K | Buy |
3,630
+140
| +4% | +$10.1K | 0.1% | 191 |
|
|
2023
Q2 | $269K | Sell |
3,490
-125
| -3% | -$9.65K | 0.1% | 189 |
|
|
2023
Q1 | $275K | Buy |
3,615
+88
| +2% | +$6.7K | 0.11% | 186 |
|
|
2022
Q4 | $262K | Buy |
+3,527
| New | +$262K | 0.12% | 179 |
|