AWA
Amplius Wealth Advisors’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,190
| Closed | -$231K | – | 180 |
|
|
2024
Q3 | $231K | Buy |
+1,190
| New | +$231K | 0.03% | 159 |
|
|
2024
Q2 | – | Sell |
-1,293
| Closed | -$270K | – | 169 |
|
|
2024
Q1 | $270K | Sell |
1,293
-93
| -7% | -$19.4K | 0.03% | 136 |
|
|
2023
Q4 | $231K | Buy |
+1,386
| New | +$231K | 0.03% | 152 |
|
|
2023
Q3 | – | Sell |
-1,544
| Closed | -$210K | – | 163 |
|
|
2023
Q2 | $210K | Buy |
+1,544
| New | +$210K | 0.03% | 158 |
|