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Blue Bell Private Wealth Management’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Blue Bell Private Wealth Management’s Portfolio SWAN Stock Details SWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15
Closed -$1K – 929
2021
Q4 		$1K Buy
+15
New +$534 ﹤0.01% 812

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Blue Bell Private Wealth Management's SWAN Position: Q1 2022 in Review

Blue Bell Private Wealth Management sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2022, closing a stake of 15 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in SWAN in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 107 funds tracked by Wall St. Rank hold SWAN as of Q1 2022.

  • Blue Bell Private Wealth Management reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 15 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2022, an estimated $1K.
  • Blue Bell Private Wealth Management first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2021 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $1K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.