AWA
Amplius Wealth Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
17,496
-425
| -2% | -$8.82K | 0.03% | 141 |
|
|
2025
Q1 | $318K | Buy |
17,921
+525
| +3% | +$9.31K | 0.03% | 135 |
|
|
2024
Q4 | $360K | Buy |
17,396
+138
| +0.8% | +$2.86K | 0.04% | 124 |
|
|
2024
Q3 | $331K | Buy |
17,258
+499
| +3% | +$9.58K | 0.04% | 119 |
|
|
2024
Q2 | $334K | Buy |
16,759
+66
| +0.4% | +$1.31K | 0.04% | 122 |
|
|
2024
Q1 | $324K | Buy |
16,693
+136
| +0.8% | +$2.64K | 0.04% | 122 |
|
|
2023
Q4 | $277K | Sell |
16,557
-1,025
| -6% | -$17.1K | 0.03% | 132 |
|
|
2023
Q3 | $290K | Buy |
17,582
+378
| +2% | +$6.24K | 0.04% | 123 |
|
|
2023
Q2 | $312K | Sell |
17,204
-8,726
| -34% | -$158K | 0.04% | 122 |
|
|
2023
Q1 | $485K | Sell |
25,930
-2,216
| -8% | -$41.4K | 0.07% | 98 |
|
|
2022
Q4 | $440K | Sell |
28,146
-517,230
| -95% | -$8.09M | 0.07% | 98 |
|
|
2022
Q3 | $9.62M | Sell |
545,376
-171,140
| -24% | -$3.02M | 1.72% | 19 |
|
|
2022
Q2 | $14M | Buy |
716,516
+264,501
| +59% | +$5.18M | 2.27% | 15 |
|
|
2022
Q1 | $13.3M | Buy |
452,015
+211,194
| +88% | +$6.2M | 2.04% | 16 |
|
|
2021
Q4 | $9.38M | Buy |
+240,821
| New | +$9.38M | 1.29% | 20 |
|