AWA
Amplius Wealth Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,515
| Closed | -$297K | – | 171 |
|
|
2023
Q1 | $297K | Buy |
6,515
+113
| +2% | +$5.15K | 0.04% | 124 |
|
|
2022
Q4 | $279K | Buy |
+6,402
| New | +$279K | 0.04% | 123 |
|
|
2022
Q1 | – | Sell |
-105
| Closed | -$5K | – | 437 |
|
|
2021
Q4 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 706 |
|