AWA
Amplius Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,800
| Closed | -$221K | – | 169 |
|
|
2023
Q2 | $221K | Hold |
1,800
| – | – | 0.03% | 153 |
|
|
2023
Q1 | $223K | Hold |
1,800
| – | – | 0.03% | 150 |
|
|
2022
Q4 | $225K | Sell |
1,800
-65
| -3% | -$8.13K | 0.04% | 141 |
|
|
2022
Q3 | $208K | Hold |
1,865
| – | – | 0.04% | 146 |
|
|
2022
Q2 | $221K | Sell |
1,865
-229
| -11% | -$27.1K | 0.04% | 150 |
|
|
2022
Q1 | $268K | Sell |
2,094
-470
| -18% | -$60.2K | 0.04% | 146 |
|
|
2021
Q4 | $331K | Buy |
+2,564
| New | +$331K | 0.05% | 145 |
|