WAG
Wallace Advisory Group’s SPS Commerce SPSC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $275K | Buy |
2,073
+48
| +2% | +$6.37K | 0.2% | 143 |
|
2025
Q1 | $373K | Sell |
2,025
-27
| -1% | -$4.97K | 0.26% | 111 |
|
2024
Q4 | $398K | Sell |
2,052
-167
| -8% | -$32.4K | 0.28% | 98 |
|
2024
Q3 | $418K | Hold |
2,219
| – | – | 0.31% | 90 |
|
2024
Q2 | $418K | Sell |
2,219
-138
| -6% | -$26K | 0.3% | 92 |
|
2024
Q1 | $457K | Sell |
2,357
-174
| -7% | -$33.7K | 0.34% | 83 |
|
2023
Q4 | $432K | Sell |
2,531
-197
| -7% | -$33.6K | 0.34% | 77 |
|
2023
Q3 | $524K | Sell |
2,728
-60
| -2% | -$11.5K | 0.38% | 63 |
|
2023
Q2 | $425K | Hold |
2,788
| – | – | 0.32% | 86 |
|
2023
Q1 | $425K | Buy |
2,788
+390
| +16% | +$59.4K | 0.32% | 86 |
|
2022
Q4 | $308K | Buy |
+2,398
| New | +$308K | 0.24% | 114 |
|