AWA
Amplius Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,333
| Closed | -$360K | – | 184 |
|
|
2022
Q3 | $360K | Sell |
4,333
-403
| -9% | -$33.5K | 0.06% | 105 |
|
|
2022
Q2 | $467K | Sell |
4,736
-207
| -4% | -$20.4K | 0.08% | 94 |
|
|
2022
Q1 | $464K | Buy |
4,943
+887
| +22% | +$83.3K | 0.07% | 108 |
|
|
2021
Q4 | $385K | Buy |
+4,056
| New | +$385K | 0.05% | 131 |
|