CWP
CFM Wealth Partners’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,398
| Closed | -$201K | – | 182 |
|
|
2022
Q1 | $201K | Hold |
6,398
| – | – | 0.05% | 182 |
|
|
2021
Q4 | $219K | Hold |
6,398
| – | – | 0.05% | 172 |
|
|
2021
Q3 | $219K | Sell |
6,398
-1,427
| -18% | -$48.8K | 0.06% | 173 |
|
|
2021
Q2 | $268K | Hold |
7,825
| – | – | 0.07% | 142 |
|
|
2021
Q1 | $250K | Hold |
7,825
| – | – | 0.08% | 144 |
|
|
2020
Q4 | $257K | Hold |
7,825
| – | – | 0.08% | 134 |
|
|
2020
Q3 | $247K | Hold |
7,825
| – | – | 0.09% | 124 |
|
|
2020
Q2 | $240K | Hold |
7,825
| – | – | 0.09% | 129 |
|
|
2020
Q1 | $225K | Hold |
7,825
| – | – | 0.1% | 119 |
|
|
2019
Q4 | $230K | Buy |
+7,825
| New | +$230K | 0.08% | 134 |
|