Halpern Financial’s Amplify Transformational Data Sharing ETF BLOK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $130K | Hold |
3,560
| – | – | 0.03% | 62 |
|
|
2024
Q2 | $126K | Hold |
3,560
| – | – | 0.03% | 62 |
|
|
2024
Q1 | $124K | Hold |
3,560
| – | – | 0.04% | 59 |
|
|
2023
Q4 | $102K | Buy |
3,560
+1
| +0% | +$29 | 0.03% | 69 |
|
|
2023
Q3 | $70.9K | Hold |
3,559
| – | – | 0.02% | 71 |
|
|
2023
Q2 | $81K | Hold |
3,559
| – | – | 0.03% | 69 |
|
|
2023
Q1 | $68.9K | Hold |
3,559
| – | – | 0.02% | 70 |
|
|
2022
Q4 | $53.8K | Hold |
3,559
| – | – | 0.02% | 79 |
|
|
2022
Q3 | $65.8K | Sell |
3,559
-440
| -11% | -$8.14K | 0.03% | 69 |
|
|
2022
Q2 | $72.5K | Sell |
3,999
-2,140
| -35% | -$38.8K | 0.03% | 73 |
|
|
2022
Q1 | $210K | Buy |
6,139
+32
| +0.5% | +$1.09K | 0.08% | 60 |
|
|
2021
Q4 | $245K | Hold |
6,107
| – | – | 0.11% | 36 |
|
|
2021
Q3 | $273K | Buy |
6,107
+430
| +8% | +$19.2K | 0.13% | 32 |
|
|
2021
Q2 | $271K | Buy |
5,677
+170
| +3% | +$8.1K | 0.13% | 28 |
|
|
2021
Q1 | $308K | Buy |
+5,507
| New | +$308K | 0.15% | 26 |
|