AWA
Amplius Wealth Advisors’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
20,092
-7,593
| -27% | -$181K | 0.04% | 124 |
|
|
2025
Q1 | $664K | Sell |
27,685
-11,190
| -29% | -$268K | 0.07% | 94 |
|
|
2024
Q4 | $933K | Sell |
38,875
-2,039
| -5% | -$49K | 0.1% | 76 |
|
|
2024
Q3 | $1.01M | Sell |
40,914
-2,217
| -5% | -$54.5K | 0.11% | 70 |
|
|
2024
Q2 | $1.04M | Sell |
43,131
-11,080
| -20% | -$268K | 0.12% | 71 |
|
|
2024
Q1 | $1.32M | Sell |
54,211
-181,335
| -77% | -$4.42M | 0.15% | 63 |
|
|
2023
Q4 | $5.79M | Buy |
235,546
+29,012
| +14% | +$713K | 0.7% | 33 |
|
|
2023
Q3 | $4.85M | Buy |
206,534
+26,202
| +15% | +$616K | 0.65% | 34 |
|
|
2023
Q2 | $4.39M | Buy |
180,332
+28,473
| +19% | +$694K | 0.59% | 35 |
|
|
2023
Q1 | $3.73M | Sell |
151,859
-2,537
| -2% | -$62.4K | 0.54% | 32 |
|
|
2022
Q4 | $3.73M | Buy |
+154,396
| New | +$3.73M | 0.59% | 33 |
|