Beaird Harris Wealth Management’s Amplify Treatments, Testing and Advancements ETF GERM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-47
| Closed | -$839 | – | 628 |
|
2023
Q3 | $839 | Hold |
47
| – | – | ﹤0.01% | 399 |
|
2023
Q2 | $963 | Hold |
47
| – | – | ﹤0.01% | 399 |
|
2023
Q1 | $953 | Buy |
47
+1
| +2% | +$20 | ﹤0.01% | 411 |
|
2022
Q4 | $1.04K | Hold |
46
| – | – | ﹤0.01% | 635 |
|
2022
Q3 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 475 |
|
2022
Q2 | – | Sell |
-46
| Closed | -$1K | – | 653 |
|
2022
Q1 | $1K | Sell |
46
-40
| -47% | -$870 | ﹤0.01% | 590 |
|
2021
Q4 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 551 |
|