PWA
Phoenix Wealth Advisors’s Amphenol APH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,347
| Closed | -$365K | – | 112 |
|
|
2023
Q3 | $365K | Sell |
4,347
-31
| -0.7% | -$2.6K | 0.21% | 65 |
|
|
2023
Q2 | $372K | Sell |
4,378
-224
| -5% | -$19K | 0.22% | 64 |
|
|
2023
Q1 | $376K | Sell |
4,602
-236
| -5% | -$19.3K | 0.23% | 62 |
|
|
2022
Q4 | $368K | Sell |
4,838
-739
| -13% | -$56.3K | 0.22% | 61 |
|
|
2022
Q3 | $373K | Sell |
5,577
-265
| -5% | -$17.7K | 0.37% | 59 |
|
|
2022
Q2 | $376K | Buy |
+5,842
| New | +$376K | 0.37% | 62 |
|