AWA
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Amplius Wealth Advisors’s Salesforce CRM Stock Holding History

Amplius Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-870
Closed -$221K – 323
2021
Q4 		$221K Buy
+870
New +$221K 0.03% 178