AWA
Amplius Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,000
| Closed | -$317K | – | 183 |
|
|
2022
Q3 | $317K | Hold |
10,000
| – | – | 0.06% | 114 |
|
|
2022
Q2 | $328K | Hold |
10,000
| – | – | 0.05% | 126 |
|
|
2022
Q1 | $364K | Sell |
10,000
-1,000
| -9% | -$36.4K | 0.06% | 122 |
|
|
2021
Q4 | $433K | Buy |
+11,000
| New | +$433K | 0.06% | 123 |
|