AWA
Amplius Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,198
| Closed | -$257K | – | 182 |
|
|
2023
Q4 | $257K | Sell |
4,198
-5,136
| -55% | -$314K | 0.03% | 138 |
|
|
2023
Q3 | $505K | Sell |
9,334
-12
| -0.1% | -$649 | 0.07% | 92 |
|
|
2023
Q2 | $532K | Buy |
9,346
+66
| +0.7% | +$3.75K | 0.07% | 93 |
|
|
2023
Q1 | $491K | Buy |
9,280
+170
| +2% | +$8.99K | 0.07% | 95 |
|
|
2022
Q4 | $462K | Buy |
+9,110
| New | +$462K | 0.07% | 95 |
|