AWA
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Amplius Wealth Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Amplius Wealth Advisors’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-14
Closed -$7K – 608
2021
Q4 		$7K Buy
+14
New +$7K ﹤0.01% 661