AWA
Amplius Wealth Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-605,086
| Closed | -$12.9M | – | 171 |
|
|
2022
Q3 | $12.9M | Sell |
605,086
-29,243
| -5% | -$623K | 2.31% | 16 |
|
|
2022
Q2 | $14.9M | Sell |
634,329
-229,853
| -27% | -$5.39M | 2.41% | 14 |
|
|
2022
Q1 | $21.8M | Sell |
864,182
-22,289
| -3% | -$563K | 3.36% | 9 |
|
|
2021
Q4 | $18.5M | Buy |
+886,471
| New | +$18.5M | 2.55% | 12 |
|