Laidlaw Wealth Management’s Amplify Transformational Data Sharing ETF BLOK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,857
| Closed | -$728K | – | 65 |
|
|
2024
Q4 | $728K | Sell |
16,857
-1,550
| -8% | -$66.9K | 0.32% | 76 |
|
|
2024
Q3 | $691K | Sell |
18,407
-960
| -5% | -$36K | 0.34% | 81 |
|
|
2024
Q2 | $687K | Sell |
19,367
-441
| -2% | -$15.6K | 0.38% | 72 |
|
|
2024
Q1 | $722K | Sell |
19,808
-1,295
| -6% | -$47.2K | 0.4% | 73 |
|
|
2023
Q4 | $630K | Sell |
21,103
-8,386
| -28% | -$250K | 0.23% | 109 |
|
|
2023
Q3 | $588K | Sell |
29,489
-4,857
| -14% | -$96.8K | 0.19% | 126 |
|
|
2023
Q2 | $781K | Sell |
34,346
-3,889
| -10% | -$88.5K | 0.15% | 150 |
|
|
2023
Q1 | $740K | Buy |
38,235
+2,798
| +8% | +$54.1K | 0.15% | 157 |
|
|
2022
Q4 | $536K | Buy |
35,437
+2,608
| +8% | +$39.4K | 0.11% | 187 |
|
|
2022
Q3 | $607K | Buy |
32,829
+4,839
| +17% | +$89.5K | 0.14% | 159 |
|
|
2022
Q2 | $507K | Buy |
27,990
+7,223
| +35% | +$131K | 0.1% | 196 |
|
|
2022
Q1 | $710K | Buy |
20,767
+5,910
| +40% | +$202K | 0.12% | 174 |
|
|
2021
Q4 | $597K | Buy |
+14,857
| New | +$597K | 0.1% | 199 |
|
|
2021
Q3 | – | Sell |
-16,925
| Closed | -$807K | – | 260 |
|
|
2021
Q2 | $807K | Buy |
+16,925
| New | +$807K | 0.21% | 104 |
|
|
2021
Q1 | – | Sell |
-12,952
| Closed | -$453K | – | 232 |
|
|
2020
Q4 | $453K | Buy |
+12,952
| New | +$453K | 0.1% | 205 |
|