AWA
Amplius Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,843
| Closed | -$547K | – | 199 |
|
|
2022
Q3 | $547K | Buy |
3,843
+523
| +16% | +$74.4K | 0.1% | 77 |
|
|
2022
Q2 | $456K | Buy |
+3,320
| New | +$456K | 0.07% | 99 |
|
|
2022
Q1 | – | Sell |
-210
| Closed | -$42K | – | 941 |
|
|
2021
Q4 | $42K | Buy |
+210
| New | +$42K | 0.01% | 362 |
|