AWAU
Alliance Wealth Advisors (Utah)’s Simply Good Foods SMPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
16,507
+295
| +2% | +$9.32K | 0.13% | 157 |
|
|
2025
Q1 | $559K | Buy |
16,212
+484
| +3% | +$16.7K | 0.15% | 151 |
|
|
2024
Q4 | $613K | Buy |
15,728
+999
| +7% | +$38.9K | 0.16% | 143 |
|
|
2024
Q3 | $512K | Buy |
14,729
+951
| +7% | +$33.1K | 0.13% | 150 |
|
|
2024
Q2 | $498K | Buy |
13,778
+940
| +7% | +$34K | 0.15% | 137 |
|
|
2024
Q1 | $437K | Buy |
12,838
+1,628
| +15% | +$55.4K | 0.13% | 155 |
|
|
2023
Q4 | $444K | Buy |
11,210
+394
| +4% | +$15.6K | 0.15% | 146 |
|
|
2023
Q3 | $373K | Buy |
10,816
+1,978
| +22% | +$68.3K | 0.14% | 153 |
|
|
2023
Q2 | $323K | Buy |
8,838
+933
| +12% | +$34.1K | 0.12% | 168 |
|
|
2023
Q1 | $314K | Buy |
7,905
+516
| +7% | +$20.5K | 0.13% | 168 |
|
|
2022
Q4 | $281K | Buy |
+7,389
| New | +$281K | 0.13% | 166 |
|