Heritage Wealth Management (Arizona)’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $31.7K | Buy |
1,298
+539
| +71% | +$13.2K | ﹤0.01% | 571 |
|
|
2022
Q3 | $19K | Sell |
759
-1,051
| -58% | -$26.3K | 0.01% | 543 |
|
|
2022
Q2 | $48.9K | Sell |
1,810
-552
| -23% | -$14.9K | 0.02% | 420 |
|
|
2022
Q1 | $74K | Buy |
+2,362
| New | +$74K | 0.02% | 412 |
|
|
2021
Q3 | $113K | Sell |
3,297
-396
| -11% | -$13.6K | 0.04% | 316 |
|
|
2021
Q2 | $127K | Sell |
3,693
-3,202
| -46% | -$110K | 0.05% | 299 |
|
|
2021
Q1 | $220K | Buy |
+6,895
| New | +$220K | 0.12% | 150 |
|