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Amplius Wealth Advisors’s Broadridge BR Stock Holding History

Amplius Wealth Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-51
Closed -$9K – 261
2021
Q4 		$9K Buy
+51
New +$9K ﹤0.01% 623