FWM
ForthRight Wealth Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
301,714
+158,405
| +111% | +$6.74M | 4% | 9 |
|
|
2025
Q1 | $5.84M | Buy |
143,309
+1,663
| +1% | +$67.8K | 1.95% | 12 |
|
|
2024
Q4 | $5.73M | Buy |
141,646
+3,380
| +2% | +$137K | 1.91% | 12 |
|
|
2024
Q3 | $5.7M | Sell |
138,266
-1,918
| -1% | -$79K | 1.9% | 12 |
|
|
2024
Q2 | $5.43M | Sell |
140,184
-5,107
| -4% | -$198K | 1.95% | 12 |
|
|
2024
Q1 | $5.65M | Sell |
145,291
-4,505
| -3% | -$175K | 2.03% | 12 |
|
|
2023
Q4 | $5.48M | Buy |
149,796
+3,860
| +3% | +$141K | 2.12% | 12 |
|
|
2023
Q3 | $5.07M | Sell |
145,936
-2,559
| -2% | -$88.9K | 2.18% | 12 |
|
|
2023
Q2 | $5.35M | Sell |
148,495
-6,928
| -4% | -$249K | 2.23% | 11 |
|
|
2023
Q1 | $5.51M | Buy |
155,423
+8,586
| +6% | +$305K | 2.52% | 11 |
|
|
2022
Q4 | $5.27M | Buy |
146,837
+4,472
| +3% | +$160K | 2.69% | 10 |
|
|
2022
Q3 | $4.56M | Buy |
142,365
+2,671
| +2% | +$85.5K | 2.67% | 10 |
|
|
2022
Q2 | $4.69M | Buy |
139,694
+13,562
| +11% | +$455K | 2.61% | 10 |
|
|
2022
Q1 | $4.72M | Buy |
126,132
+45,321
| +56% | +$1.7M | 2.44% | 10 |
|
|
2021
Q4 | $3.09M | Buy |
80,811
+30,693
| +61% | +$1.17M | 1.69% | 12 |
|
|
2021
Q3 | $1.75M | Buy |
50,118
+10,267
| +26% | +$358K | 1.06% | 17 |
|
|
2021
Q2 | $1.43M | Buy |
39,851
+6,230
| +19% | +$223K | 0.91% | 16 |
|
|
2021
Q1 | $1.16M | Buy |
33,621
+2,562
| +8% | +$88.2K | 0.79% | 16 |
|
|
2020
Q4 | $1.02M | Buy |
+31,059
| New | +$1.02M | 0.8% | 15 |
|