AWA
Amplius Wealth Advisors’s Ecovyst ECVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Hold |
18,288
| – | – | 0.01% | 199 |
|
|
2025
Q1 | $113K | Hold |
18,288
| – | – | 0.01% | 182 |
|
|
2024
Q4 | $140K | Sell |
18,288
-18,000
| -50% | -$138K | 0.01% | 176 |
|
|
2024
Q3 | $249K | Hold |
36,288
| – | – | 0.03% | 149 |
|
|
2024
Q2 | $326K | Hold |
36,288
| – | – | 0.04% | 124 |
|
|
2024
Q1 | $405K | Hold |
36,288
| – | – | 0.05% | 111 |
|
|
2023
Q4 | $355K | Hold |
36,288
| – | – | 0.04% | 116 |
|
|
2023
Q3 | $357K | Sell |
36,288
-20,000
| -36% | -$197K | 0.05% | 111 |
|
|
2023
Q2 | $645K | Sell |
56,288
-28,590
| -34% | -$328K | 0.09% | 83 |
|
|
2023
Q1 | $938K | Buy |
84,878
+60,738
| +252% | +$671K | 0.13% | 71 |
|
|
2022
Q4 | $214K | Hold |
24,140
| – | – | 0.03% | 147 |
|
|
2022
Q3 | $204K | Buy |
24,140
+11,390
| +89% | +$96.3K | 0.04% | 148 |
|
|
2022
Q2 | $125K | Buy |
+12,750
| New | +$125K | 0.02% | 165 |
|
|
2022
Q1 | – | Sell |
-7,750
| Closed | -$79K | – | 377 |
|
|
2021
Q4 | $79K | Buy |
+7,750
| New | +$79K | 0.01% | 273 |
|