Chicago Partners Investment Group’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $351K | Buy |
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|
2022
Q1 | $343K | Sell |
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|
2021
Q4 | $431K | Sell |
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|
2021
Q3 | $491K | Sell |
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|
2021
Q2 | $506K | Buy |
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|
2021
Q1 | $460K | Buy |
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|
2020
Q4 | $439K | Sell |
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|
2020
Q3 | $546K | Sell |
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|
2020
Q2 | $622K | Buy |
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