AWA

Amplius Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,738	Closed	-$269K	–	197
2022 Q3	$269K	Buy	+3,738	New	+$269K	0.05%	127
2022 Q1	–	Sell	-998	Closed	-$55K	–	938
2021 Q4	$55K	Buy	+998	New	+$55K	0.01%	318