AWA
Amplius Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,324
| Closed | -$464K | – | 175 |
|
|
2022
Q3 | $464K | Sell |
6,324
-790
| -11% | -$58K | 0.08% | 89 |
|
|
2022
Q2 | $568K | Buy |
+7,114
| New | +$568K | 0.09% | 82 |
|
|
2022
Q1 | – | Sell |
-407
| Closed | -$46K | – | 545 |
|
|
2021
Q4 | $46K | Buy |
+407
| New | +$46K | 0.01% | 348 |
|