Appleton Partners’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,235
| Closed | -$438K | – | 293 |
|
|
2021
Q2 | $438K | Hold |
7,235
| – | – | 0.04% | 206 |
|
|
2021
Q1 | $417K | Hold |
7,235
| – | – | 0.04% | 206 |
|
|
2020
Q4 | $384K | Hold |
7,235
| – | – | 0.04% | 210 |
|
|
2020
Q3 | $320K | Hold |
7,235
| – | – | 0.04% | 215 |
|
|
2020
Q2 | $298K | Hold |
7,235
| – | – | 0.04% | 217 |
|
|
2020
Q1 | $238K | Hold |
7,235
| – | – | 0.03% | 234 |
|
|
2019
Q4 | $309K | Hold |
7,235
| – | – | 0.03% | 237 |
|
|
2019
Q3 | $286K | Buy |
7,235
+445
| +7% | +$17.6K | 0.03% | 242 |
|
|
2019
Q2 | $266K | Hold |
6,790
| – | – | 0.03% | 247 |
|
|
2019
Q1 | $252K | Hold |
6,790
| – | – | 0.03% | 239 |
|
|
2018
Q4 | $217K | Hold |
6,790
| – | – | 0.03% | 243 |
|
|
2018
Q3 | $255K | Hold |
6,790
| – | – | 0.03% | 233 |
|
|
2018
Q2 | $241K | Hold |
6,790
| – | – | 0.03% | 241 |
|
|
2018
Q1 | $233K | Hold |
6,790
| – | – | 0.04% | 239 |
|
|
2017
Q4 | $231K | Sell |
6,790
-1,465
| -18% | -$49.8K | 0.04% | 241 |
|
|
2017
Q3 | $264K | Buy |
+8,255
| New | +$264K | 0.04% | 211 |
|