Amplius Wealth Advisors, LLC Fidelity Covington Tr Msci Ind Transaction History

Amplius Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	SELL	$51.08 - $61.46 $262,346 - $315,658	-5,136 Reduced 55.02%	4,198 $257,000
Q3 2023 Oct 17, 2023	SELL	$53.63 - $58.9 $643 - $706	-12 Reduced 0.13%	9,334 $505,000
Q2 2023 Jul 26, 2023	BUY	$50.75 - $56.87 $3,349 - $3,753	66 Added 0.71%	9,346 $531,000
Q1 2023 Apr 25, 2023	BUY	$50.27 - $54.58 $8,545 - $9,278	170 Added 1.87%	9,280 $490,000
Q4 2022 Jan 19, 2023	BUY	$48.6 - $53.15 $442,746 - $484,196	9,110 New	9,110 $0

150

5.93M

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