AWA
Amplius Wealth Advisors’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,798
| Closed | -$493K | – | 178 |
|
|
2022
Q3 | $493K | Sell |
2,798
-142
| -5% | -$25K | 0.09% | 85 |
|
|
2022
Q2 | $468K | Buy |
2,940
+160
| +6% | +$25.5K | 0.08% | 92 |
|
|
2022
Q1 | $471K | Sell |
2,780
-89
| -3% | -$15.1K | 0.07% | 106 |
|
|
2021
Q4 | $440K | Buy |
+2,869
| New | +$440K | 0.06% | 121 |
|