AWM
ACLC
Aspire Wealth Management’s American Century Large Cap Equity ETF ACLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $51.7K | Buy |
+736
| New | +$51.7K | 0.03% | 141 |
|
|
2024
Q1 | – | Sell |
-3,600
| Closed | -$214K | – | 198 |
|
|
2023
Q4 | $214K | Hold |
3,600
| – | – | 0.15% | 89 |
|
|
2023
Q3 | $192K | Sell |
3,600
-392
| -10% | -$20.9K | 0.15% | 90 |
|
|
2023
Q2 | $220K | Buy |
3,992
+64
| +2% | +$3.53K | 0.17% | 84 |
|
|
2023
Q1 | $202K | Sell |
3,928
-323
| -8% | -$16.6K | 0.16% | 88 |
|
|
2022
Q4 | $205K | Hold |
4,251
| – | – | 0.18% | 85 |
|
|
2022
Q3 | $188K | Hold |
4,251
| – | – | 0.18% | 82 |
|
|
2022
Q2 | $197K | Hold |
4,251
| – | – | 0.18% | 86 |
|
|
2022
Q1 | $239K | Sell |
4,251
-63
| -1% | -$3.54K | 0.19% | 82 |
|
|
2021
Q4 | $260K | Buy |
+4,314
| New | +$260K | 0.21% | 75 |
|