CWM
Collaborative Wealth Management’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
Q4 | – | Sell |
-9,532
| Closed | -$237K | – | 179 |
|
|
2022
Q3 | $237K | Sell |
9,532
-22,550
| -70% | -$561K | 0.17% | 147 |
|
|
2022
Q2 | $866K | Buy |
+32,082
| New | +$866K | 0.57% | 52 |
|
|
2021
Q4 | $551K | Buy |
+15,959
| New | +$551K | 0.3% | 107 |
|
|
2021
Q1 | $1.01M | Buy |
+32,308
| New | +$1.01M | 0.58% | 53 |
|