AWA
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Amplius Wealth Advisors’s Ferguson FERG Stock Holding History

Amplius Wealth Advisors’s Portfolio FERG Stock Details FERG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,102
Closed -$343K – 163
2022
Q2 		$343K Buy
3,102
+347
+13% +$38.4K 0.06% 121
2022
Q1 		$369K Sell
2,755
-1,153
-30% -$154K 0.06% 119
2021
Q4 		$701K Buy
+3,908
New +$701K 0.1% 85