AWA
Amplius Wealth Advisors’s FMC FMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,815
| Closed | -$398K | – | 164 |
|
|
2023
Q2 | $398K | Buy |
3,815
+1,474
| +63% | +$154K | 0.05% | 110 |
|
|
2023
Q1 | $286K | Hold |
2,341
| – | – | 0.04% | 128 |
|
|
2022
Q4 | $292K | Buy |
+2,341
| New | +$292K | 0.05% | 118 |
|
|
2022
Q2 | – | Sell |
-1,626
| Closed | -$213K | – | 184 |
|
|
2022
Q1 | $213K | Sell |
1,626
-774
| -32% | -$101K | 0.03% | 165 |
|
|
2021
Q4 | $263K | Buy |
+2,400
| New | +$263K | 0.04% | 165 |
|