IHT Wealth Management’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-4,150
| Closed | -$200K | – | 1053 |
|
2024
Q1 | $200K | Buy |
+4,150
| New | +$200K | 0.01% | 948 |
|
2023
Q3 | – | Sell |
-4,453
| Closed | -$206K | – | 995 |
|
2023
Q2 | $206K | Hold |
4,453
| – | – | 0.01% | 871 |
|
2023
Q1 | $205K | Sell |
4,453
-165
| -4% | -$7.61K | 0.01% | 852 |
|
2022
Q4 | $203K | Buy |
+4,618
| New | +$203K | 0.01% | 812 |
|
2022
Q3 | – | Sell |
-4,425
| Closed | -$200K | – | 891 |
|
2022
Q2 | $200K | Buy |
4,425
+60
| +1% | +$2.71K | 0.02% | 667 |
|
2022
Q1 | $244K | Buy |
4,365
+35
| +0.8% | +$1.96K | 0.02% | 644 |
|
2021
Q4 | $274K | Sell |
4,330
-50
| -1% | -$3.16K | 0.02% | 643 |
|
2021
Q3 | $289K | Hold |
4,380
| – | – | 0.02% | 601 |
|
2021
Q2 | $307K | Hold |
4,380
| – | – | 0.02% | 707 |
|
2021
Q1 | $285K | Buy |
4,380
+1,151
| +36% | +$74.9K | 0.02% | 651 |
|
2020
Q4 | $222K | Buy |
+3,229
| New | +$222K | 0.02% | 659 |
|