AWA
Amplius Wealth Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,354
| Closed | -$640K | – | 173 |
|
|
2024
Q1 | $640K | Buy |
8,354
+40
| +0.5% | +$3.07K | 0.07% | 88 |
|
|
2023
Q4 | $640K | Buy |
8,314
+4
| +0% | +$308 | 0.08% | 83 |
|
|
2023
Q3 | $620K | Buy |
8,310
+53
| +0.6% | +$3.95K | 0.08% | 85 |
|
|
2023
Q2 | $590K | Sell |
8,257
-30
| -0.4% | -$2.14K | 0.08% | 87 |
|
|
2023
Q1 | $595K | Buy |
8,287
+186
| +2% | +$13.3K | 0.09% | 84 |
|
|
2022
Q4 | $556K | Buy |
8,101
+215
| +3% | +$14.8K | 0.09% | 81 |
|
|
2022
Q3 | $397K | Buy |
7,886
+11
| +0.1% | +$554 | 0.07% | 100 |
|
|
2022
Q2 | $437K | Buy |
+7,875
| New | +$437K | 0.07% | 103 |
|
|
2022
Q1 | – | Sell |
-850
| Closed | -$68K | – | 342 |
|
|
2021
Q4 | $68K | Buy |
+850
| New | +$68K | 0.01% | 290 |
|