AWA
Amplius Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Hold |
9,723
| – | – | 0.05% | 116 |
|
|
2025
Q1 | $484K | Hold |
9,723
| – | – | 0.05% | 112 |
|
|
2024
Q4 | $470K | Hold |
9,723
| – | – | 0.05% | 111 |
|
|
2024
Q3 | $441K | Hold |
9,723
| – | – | 0.05% | 106 |
|
|
2024
Q2 | $400K | Sell |
9,723
-500
| -5% | -$20.6K | 0.04% | 107 |
|
|
2024
Q1 | $431K | Sell |
10,223
-1,499
| -13% | -$63.1K | 0.05% | 106 |
|
|
2023
Q4 | $441K | Sell |
11,722
-841
| -7% | -$31.6K | 0.05% | 104 |
|
|
2023
Q3 | $417K | Hold |
12,563
| – | – | 0.06% | 104 |
|
|
2023
Q2 | $423K | Sell |
12,563
-26,571
| -68% | -$896K | 0.06% | 106 |
|
|
2023
Q1 | $1.26M | Sell |
39,134
-93
| -0.2% | -$2.99K | 0.18% | 61 |
|
|
2022
Q4 | $1.34M | Buy |
39,227
+22,536
| +135% | +$771K | 0.21% | 57 |
|
|
2022
Q3 | $507K | Buy |
16,691
+1,795
| +12% | +$54.5K | 0.09% | 83 |
|
|
2022
Q2 | $468K | Sell |
14,896
-20,236
| -58% | -$636K | 0.08% | 93 |
|
|
2022
Q1 | $1.35M | Sell |
35,132
-2,867
| -8% | -$110K | 0.21% | 55 |
|
|
2021
Q4 | $1.48M | Buy |
+37,999
| New | +$1.48M | 0.2% | 53 |
|