AWA
BOX icon

Amplius Wealth Advisors’s Box BOX Stock Holding History

Amplius Wealth Advisors’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-536
Closed -$14K – 259
2021
Q4 		$14K Buy
+536
New +$14K ﹤0.01% 530