Impact Partnership Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-7,862
| Closed | -$223K | – | 282 |
|
2024
Q2 | $223K | Buy |
7,862
+824
| +12% | +$23.4K | 0.06% | 195 |
|
2024
Q1 | $197K | Sell |
7,038
-1,432
| -17% | -$40K | 0.08% | 179 |
|
2023
Q4 | $225K | Sell |
8,470
-1,593
| -16% | -$42.3K | 0.08% | 164 |
|
2023
Q3 | $240K | Buy |
10,063
+7,874
| +360% | +$188K | 0.07% | 154 |
|
2023
Q2 | $56.3K | Buy |
+2,189
| New | +$56.3K | 0.02% | 248 |
|