EWA
Evolution Wealth Advisors’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-5,135
| Closed | -$176K | – | 567 |
|
2021
Q3 | $176K | Hold |
5,135
| – | – | 0.04% | 124 |
|
2021
Q2 | $176K | Sell |
5,135
-1,390
| -21% | -$47.6K | 0.04% | 127 |
|
2021
Q1 | $209K | Sell |
6,525
-235
| -3% | -$7.53K | 0.05% | 107 |
|
2020
Q4 | $222K | Sell |
6,760
-1,110
| -14% | -$36.5K | 0.05% | 98 |
|
2020
Q3 | $249K | Sell |
7,870
-11,145
| -59% | -$353K | 0.07% | 90 |
|
2020
Q2 | $583K | Buy |
+19,015
| New | +$583K | 0.19% | 51 |
|