HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
+5,015
| New | +$286K | 0.03% | 191 |
|
|
2025
Q1 | – | Sell |
-5,015
| Closed | -$217K | – | 232 |
|
|
2024
Q4 | $217K | Sell |
5,015
-2,000
| -29% | -$86.4K | 0.03% | 218 |
|
|
2024
Q3 | $263K | Hold |
7,015
| – | – | 0.03% | 195 |
|
|
2024
Q2 | $249K | Hold |
7,015
| – | – | 0.04% | 192 |
|
|
2024
Q1 | $256K | Sell |
7,015
-111
| -2% | -$4.05K | 0.04% | 187 |
|
|
2023
Q4 | $213K | Buy |
+7,126
| New | +$213K | 0.03% | 192 |
|
|
2022
Q2 | – | Sell |
-8,568
| Closed | -$293K | – | 182 |
|
|
2022
Q1 | $293K | Buy |
8,568
+180
| +2% | +$6.16K | 0.05% | 156 |
|
|
2021
Q4 | $337K | Sell |
8,388
-155
| -2% | -$6.23K | 0.05% | 158 |
|
|
2021
Q3 | $381K | Buy |
8,543
+75
| +0.9% | +$3.35K | 0.06% | 156 |
|
|
2021
Q2 | $404K | Buy |
8,468
+1,809
| +27% | +$86.3K | 0.07% | 144 |
|
|
2021
Q1 | $372K | Buy |
+6,659
| New | +$372K | 0.07% | 142 |
|