Clearview Wealth Advisors’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-680
| Closed | -$17.5K | – | 571 |
|
|
2023
Q2 | $17.5K | Hold |
680
| – | – | 0.02% | 293 |
|
|
2023
Q1 | $17.4K | Hold |
680
| – | – | 0.02% | 294 |
|
|
2022
Q4 | $16.6K | Sell |
680
-682
| -50% | -$16.7K | 0.01% | 275 |
|
|
2022
Q3 | $34K | Sell |
1,362
-188
| -12% | -$4.69K | 0.03% | 200 |
|
|
2022
Q2 | $42K | Hold |
1,550
| – | – | 0.03% | 201 |
|
|
2022
Q1 | $49K | Sell |
1,550
-3,435
| -69% | -$109K | 0.03% | 198 |
|
|
2021
Q4 | $172K | Buy |
4,985
+85
| +2% | +$2.93K | 0.1% | 113 |
|
|
2021
Q3 | $168K | Hold |
4,900
| – | – | 0.11% | 123 |
|
|
2021
Q2 | $168K | Sell |
4,900
-9,720
| -66% | -$333K | 0.1% | 124 |
|
|
2021
Q1 | $467K | Buy |
14,620
+278
| +2% | +$8.88K | 0.3% | 64 |
|
|
2020
Q4 | $471K | Buy |
+14,342
| New | +$471K | 0.32% | 64 |
|