AWA
Amplius Wealth Advisors’s Corteva CTVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,073
| Closed | -$466K | – | 171 |
|
|
2024
Q1 | $466K | Sell |
8,073
-311
| -4% | -$17.9K | 0.05% | 103 |
|
|
2023
Q4 | $402K | Sell |
8,384
-12
| -0.1% | -$575 | 0.05% | 110 |
|
|
2023
Q3 | $430K | Buy |
8,396
+98
| +1% | +$5.01K | 0.06% | 103 |
|
|
2023
Q2 | $475K | Buy |
8,298
+77
| +0.9% | +$4.41K | 0.06% | 101 |
|
|
2023
Q1 | $496K | Buy |
8,221
+19
| +0.2% | +$1.15K | 0.07% | 94 |
|
|
2022
Q4 | $482K | Buy |
8,202
+192
| +2% | +$11.3K | 0.08% | 89 |
|
|
2022
Q3 | $458K | Buy |
8,010
+80
| +1% | +$4.57K | 0.08% | 90 |
|
|
2022
Q2 | $429K | Buy |
+7,930
| New | +$429K | 0.07% | 105 |
|
|
2022
Q1 | – | Sell |
-983
| Closed | -$46K | – | 334 |
|
|
2021
Q4 | $46K | Buy |
+983
| New | +$46K | 0.01% | 346 |
|