Amplius Wealth Advisors, LLC Ishares Russell Midcap Value E Transaction History

Amplius Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 25, 2023	BUY	$100.22 - $116.23 $9,120 - $10,576	91 Added 1.88%	4,936 $524,000
Q4 2022 Jan 19, 2023	BUY	$96.57 - $111.69 $467,881 - $541,138	4,845 New	4,845 $0
Q1 2022 May 09, 2022	SELL	$112.23 - $123.59 $59,818 - $65,873	-533 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$114.04 - $122.75 $60,783 - $65,425	533 New	533 $65,000

939

93.3M

36.4K

1.6K

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