AWA
Amplius Wealth Advisors’s Fidelity Total Bond ETF FBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-290,565
| Closed | -$12.7M | – | 176 |
|
|
2023
Q3 | $12.7M | Buy |
290,565
+76,559
| +36% | +$3.34M | 1.7% | 19 |
|
|
2023
Q2 | $9.72M | Sell |
214,006
-15,288
| -7% | -$694K | 1.31% | 22 |
|
|
2023
Q1 | $10.5M | Sell |
229,294
-28,760
| -11% | -$1.32M | 1.51% | 17 |
|
|
2022
Q4 | $11.6M | Buy |
+258,054
| New | +$11.6M | 1.85% | 14 |
|