HCR Wealth Advisors’s Amplify Alternative Harvest ETF MJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-466
| Closed | -$80K | – | 237 |
|
2020
Q4 | $80K | Hold |
466
| – | – | 0.02% | 195 |
|
2020
Q3 | $58K | Hold |
466
| – | – | 0.01% | 179 |
|
2020
Q2 | $73K | Hold |
466
| – | – | 0.02% | 168 |
|
2020
Q1 | $64K | Buy |
+466
| New | +$64K | 0.02% | 169 |
|
2019
Q3 | – | Sell |
-574
| Closed | -$218K | – | 157 |
|
2019
Q2 | $218K | Sell |
574
-56
| -9% | -$21.3K | 0.06% | 144 |
|
2019
Q1 | $254K | Buy |
+630
| New | +$254K | 0.07% | 151 |
|
2018
Q4 | – | Sell |
-583
| Closed | -$231K | – | 167 |
|
2018
Q3 | $231K | Sell |
583
-59
| -9% | -$23.4K | 0.08% | 138 |
|
2018
Q2 | $226K | Buy |
642
+54
| +9% | +$19K | 0.07% | 150 |
|
2018
Q1 | $208K | Buy |
+588
| New | +$208K | 0.07% | 154 |
|