AWA
BKSB

Amplius Wealth Advisors’s BNY Mellon Short Duration Corporate Bond ETF BKSB Stock Holding History

Amplius Wealth Advisors’s Portfolio BKSB Stock Details BKSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-20,189
Closed -$980K – 204
2022
Q1 		$980K Sell
20,189
-1,561
-7% -$75.8K 0.15% 64
2021
Q4 		$1.1M Buy
+21,750
New +$1.1M 0.15% 65