EP Wealth Advisors’s Amplify Transformational Data Sharing ETF BLOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
3,885
| – | – | ﹤0.01% | 1193 |
|
|
2025
Q1 | $143K | Buy |
3,885
+15
| +0.4% | +$553 | ﹤0.01% | 1197 |
|
|
2024
Q4 | $167K | Buy |
3,870
+34
| +0.9% | +$1.47K | ﹤0.01% | 1118 |
|
|
2024
Q3 | $144K | Sell |
3,836
-33
| -0.9% | -$1.24K | ﹤0.01% | 1105 |
|
|
2024
Q2 | $137K | Buy |
3,869
+205
| +6% | +$7.27K | ﹤0.01% | 797 |
|
|
2024
Q1 | $134K | Buy |
+3,664
| New | +$134K | ﹤0.01% | 777 |
|