Granite Bay Wealth Management’s Amplify Treatments, Testing and Advancements ETF GERM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-208,415
| Closed | -$3.63M | – | 307 |
|
|
2023
Q4 | $3.63M | Sell |
208,415
-23,675
| -10% | -$412K | 0.03% | 128 |
|
|
2023
Q3 | $4.55M | Buy |
+232,090
| New | +$4.55M | 0.04% | 119 |
|
|
2023
Q2 | – | Sell |
-12,730
| Closed | -$260K | – | 79 |
|
|
2023
Q1 | $260K | Sell |
12,730
-500
| -4% | -$10.2K | 0.18% | 58 |
|
|
2022
Q4 | $296K | Sell |
13,230
-583
| -4% | -$13K | 0.19% | 50 |
|
|
2022
Q3 | $286K | Hold |
13,813
| – | – | 0.23% | 44 |
|
|
2022
Q2 | $321K | Hold |
13,813
| – | – | 0.25% | 39 |
|
|
2022
Q1 | $378K | Sell |
13,813
-11,150
| -45% | -$305K | 0.31% | 41 |
|
|
2021
Q4 | $889K | Buy |
+24,963
| New | +$889K | 0.88% | 25 |
|