AWA
PVAL
Amplius Wealth Advisors’s Principal Contrarian Value Index ETF PVAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-56,146
| Closed | -$1.64M | – | 180 |
|
|
2023
Q3 | $1.64M | Sell |
56,146
-6,850
| -11% | -$200K | 0.22% | 55 |
|
|
2023
Q2 | $1.84M | Buy |
62,996
+5,060
| +9% | +$148K | 0.25% | 53 |
|
|
2023
Q1 | $1.61M | Buy |
57,936
+14,702
| +34% | +$408K | 0.23% | 52 |
|
|
2022
Q4 | $1.17M | Buy |
+43,234
| New | +$1.17M | 0.19% | 64 |
|