AWA
Amplius Wealth Advisors’s Harbor International Compounders ETF OSEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5M | Buy |
939,516
+9,234
| +1% | +$270K | 2.56% | 13 |
|
|
2025
Q1 | $24.7M | Buy |
930,282
+261,111
| +39% | +$6.93M | 2.57% | 13 |
|
|
2024
Q4 | $17.3M | Sell |
669,171
-32,078
| -5% | -$829K | 1.77% | 18 |
|
|
2024
Q3 | $20.3M | Buy |
701,249
+201,692
| +40% | +$5.84M | 2.21% | 14 |
|
|
2024
Q2 | $13.8M | Buy |
+499,557
| New | +$13.8M | 1.54% | 21 |
|