Arkadios Wealth Advisors’s Amplify Bloomberg AI Value Chain ETF AIVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-731
| Closed | -$37K | – | 1826 |
|
|
2021
Q3 | $37K | Hold |
731
| – | – | 0.01% | 988 |
|
|
2021
Q2 | $37K | Hold |
731
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q1 | $35K | Sell |
731
-690
| -49% | -$33K | 0.01% | 802 |
|
|
2020
Q4 | $74K | Sell |
1,421
-290
| -17% | -$15.1K | 0.02% | 487 |
|
|
2020
Q3 | $77.3K | Hold |
1,711
| – | – | 0.04% | 332 |
|
|
2020
Q2 | $69K | Sell |
1,711
-1,541
| -47% | -$62.2K | 0.04% | 317 |
|
|
2020
Q1 | $88K | Buy |
3,252
+8
| +0.2% | +$217 | 0.06% | 249 |
|
|
2019
Q4 | $129K | Buy |
+3,244
| New | +$129K | 0.08% | 202 |
|