Amplius Wealth Advisors’s Principal Contrarian Value Index ETF PVAL Stock Holding History

Amplius Wealth Advisors’s Portfolio PVAL Stock Details PVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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

Amplius Wealth Advisors's PVAL Position: Q4 2023 in Review

Amplius Wealth Advisors sold out of Principal Contrarian Value Index ETF (PVAL) in Q4 2023, closing a stake of 56,146 shares — an estimated $1.64M sold.

Amplius Wealth Advisors first reported a position in PVAL in Q4 2022 and held it in 4 quarters. The position peaked at $1.84M in Q2 2023. 0 funds tracked by Wall St. Rank hold PVAL as of Q4 2023.

Amplius Wealth Advisors reported no remaining Principal Contrarian Value Index ETF position as of Q4 2023 after selling out during the quarter.
Amplius Wealth Advisors sold 56,146 Principal Contrarian Value Index ETF shares in Q4 2023, an estimated $1.64M.
Amplius Wealth Advisors first reported a position in Principal Contrarian Value Index ETF in Q4 2022 and held it in 4 quarters.
Amplius Wealth Advisors's Principal Contrarian Value Index ETF position peaked at $1.84M in Q2 2023.
0 funds tracked by Wall St. Rank held Principal Contrarian Value Index ETF as of Q4 2023.

Based on Amplius Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.