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Amplius Wealth Advisors’s MSCI MSCI Stock Holding History

Amplius Wealth Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-184
Closed -$112K – 631
2021
Q4 		$112K Buy
+184
New +$112K 0.02% 235