Jaffetilchin Investment Partners’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
Q4 | – | Sell |
-6,605
| Closed | -$201K | – | 1188 |
|
|
2024
Q3 | $201K | Buy |
+6,605
| New | +$201K | 0.02% | 346 |
|
|
2022
Q4 | – | Sell |
-12,212
| Closed | -$303K | – | 361 |
|
|
2022
Q3 | $303K | Buy |
12,212
+37
| +0.3% | +$918 | 0.04% | 244 |
|
|
2022
Q2 | $329K | Hold |
12,175
| – | – | 0.04% | 239 |
|
|
2022
Q1 | $340K | Sell |
12,175
-75
| -0.6% | -$2.09K | 0.04% | 252 |
|
|
2021
Q4 | $423K | Buy |
12,250
+483
| +4% | +$16.7K | 0.04% | 235 |
|
|
2021
Q3 | $403K | Buy |
11,767
+11
| +0.1% | +$377 | 0.04% | 235 |
|
|
2021
Q2 | $403K | Buy |
11,756
+6
| +0.1% | +$206 | 0.03% | 292 |
|
|
2021
Q1 | $376K | Buy |
11,750
+2
| +0% | +$64 | 0.04% | 236 |
|
|
2020
Q4 | $386K | Buy |
+11,748
| New | +$386K | 0.05% | 195 |
|