AWA
Amplius Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
3,002
+26
| +0.9% | +$1.93K | 0.02% | 191 |
|
|
2025
Q1 | $207K | Sell |
2,976
-22
| -0.7% | -$1.53K | 0.02% | 175 |
|
|
2024
Q4 | $206K | Buy |
+2,998
| New | +$206K | 0.02% | 169 |
|
|
2022
Q4 | – | Sell |
-10,511
| Closed | -$453K | – | 170 |
|
|
2022
Q3 | $453K | Buy |
10,511
+1,899
| +22% | +$81.8K | 0.08% | 93 |
|
|
2022
Q2 | $384K | Buy |
+8,612
| New | +$384K | 0.06% | 113 |
|