AWA
Amplius Wealth Advisors’s Sanofi SNY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-6,321
| Closed | -$240K | – | 187 |
|
2022
Q3 | $240K | Sell |
6,321
-7,287
| -54% | -$277K | 0.04% | 132 |
|
2022
Q2 | $680K | Sell |
13,608
-701
| -5% | -$35K | 0.11% | 73 |
|
2022
Q1 | $734K | Buy |
14,309
+462
| +3% | +$23.7K | 0.11% | 77 |
|
2021
Q4 | $693K | Buy |
+13,847
| New | +$693K | 0.1% | 86 |
|