GM
GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-140
| Closed | -$3K | – | 440 |
|
|
2022
Q4 | $3K | Sell |
140
-1,896
| -93% | -$40.6K | ﹤0.01% | 348 |
|
|
2022
Q3 | $52K | Sell |
2,036
-4,618
| -69% | -$118K | 0.01% | 288 |
|
|
2022
Q2 | $180K | Sell |
6,654
-133
| -2% | -$3.6K | 0.02% | 252 |
|
|
2022
Q1 | $213K | Buy |
6,787
+218
| +3% | +$6.84K | 0.02% | 292 |
|
|
2021
Q4 | $227K | Buy |
6,569
+50
| +0.8% | +$1.73K | 0.02% | 259 |
|
|
2021
Q3 | $224K | Buy |
+6,519
| New | +$224K | 0.02% | 279 |
|