AWA
Amplius Wealth Advisors’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-40,645
| Closed | -$1.79M | – | 189 |
|
|
2022
Q3 | $1.79M | Sell |
40,645
-34,931
| -46% | -$1.54M | 0.32% | 45 |
|
|
2022
Q2 | $3.47M | Buy |
+75,576
| New | +$3.47M | 0.56% | 36 |
|
|
2022
Q1 | – | Sell |
-37
| Closed | -$1K | – | 818 |
|
|
2021
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 909 |
|