GWM
Geneos Wealth Management’s Amplify Mobile Payments ETF IPAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-200
| Closed | -$10.6K | – | 3174 |
|
|
2025
Q1 | $10.6K | Buy |
200
+100
| +100% | +$5.32K | ﹤0.01% | 2551 |
|
|
2024
Q4 | $5.8K | Buy |
+100
| New | +$5.8K | ﹤0.01% | 2279 |
|
|
2024
Q1 | – | Sell |
-100
| Closed | -$4.64K | – | 2178 |
|
|
2023
Q4 | $4.64K | Hold |
100
| – | – | ﹤0.01% | 1740 |
|
|
2023
Q3 | $3.91K | Hold |
100
| – | – | ﹤0.01% | 1808 |
|
|
2023
Q2 | $4.27K | Hold |
100
| – | – | ﹤0.01% | 1779 |
|
|
2023
Q1 | $4.17K | Hold |
100
| – | – | ﹤0.01% | 1772 |
|
|
2022
Q4 | $3.93K | Sell |
100
-100
| -50% | -$3.93K | ﹤0.01% | 1762 |
|
|
2022
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 1611 |
|
|
2022
Q2 | $7K | Sell |
200
-350
| -64% | -$12.3K | ﹤0.01% | 2084 |
|
|
2022
Q1 | $28K | Sell |
550
-175
| -24% | -$8.91K | ﹤0.01% | 1634 |
|
|
2021
Q4 | $42K | Hold |
725
| – | – | ﹤0.01% | 1551 |
|
|
2021
Q3 | $49K | Hold |
725
| – | – | ﹤0.01% | 1505 |
|
|
2021
Q2 | $51K | Hold |
725
| – | – | ﹤0.01% | 1471 |
|
|
2021
Q1 | $51K | Hold |
725
| – | – | ﹤0.01% | 1624 |
|
|
2020
Q4 | $48K | Sell |
725
-1,000
| -58% | -$66.2K | ﹤0.01% | 1477 |
|
|
2020
Q3 | $92K | Hold |
1,725
| – | – | ﹤0.01% | 977 |
|
|
2020
Q2 | $82K | Hold |
1,725
| – | – | ﹤0.01% | 1007 |
|
|
2020
Q1 | $64K | Sell |
1,725
-150
| -8% | -$5.57K | ﹤0.01% | 1022 |
|
|
2019
Q4 | $93K | Buy |
1,875
+350
| +23% | +$17.4K | 0.01% | 974 |
|
|
2019
Q3 | $70K | Buy |
1,525
+1,000
| +190% | +$45.9K | ﹤0.01% | 1027 |
|
|
2019
Q2 | $24K | Hold |
525
| – | – | ﹤0.01% | 1548 |
|
|
2019
Q1 | $22K | Buy |
525
+100
| +24% | +$4.19K | ﹤0.01% | 1529 |
|
|
2018
Q4 | $14K | Buy |
425
+205
| +93% | +$6.75K | ﹤0.01% | 1663 |
|
|
2018
Q3 | $9K | Sell |
220
-200
| -48% | -$8.18K | ﹤0.01% | 1876 |
|
|
2018
Q2 | $16K | Hold |
420
| – | – | ﹤0.01% | 1541 |
|
|
2018
Q1 | $15K | Hold |
420
| – | – | ﹤0.01% | 1504 |
|
|
2017
Q4 | $14K | Hold |
420
| – | – | ﹤0.01% | 1514 |
|
|
2017
Q3 | $13K | Buy |
420
+220
| +110% | +$6.81K | ﹤0.01% | 1481 |
|
|
2017
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 1718 |
|
|
2017
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1683 |
|