Laidlaw Wealth Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,186
| Closed | -$263K | – | 192 |
|
|
2023
Q4 | $263K | Sell |
7,186
-17,933
| -71% | -$655K | 0.1% | 200 |
|
|
2023
Q3 | $872K | Sell |
25,119
-179,235
| -88% | -$6.22M | 0.29% | 89 |
|
|
2023
Q2 | $7.36M | Sell |
204,354
-3,284
| -2% | -$118K | 1.44% | 8 |
|
|
2023
Q1 | $7.36M | Sell |
207,638
-47
| -0% | -$1.67K | 1.5% | 7 |
|
|
2022
Q4 | $7.45M | Sell |
207,685
-14,879
| -7% | -$534K | 1.6% | 5 |
|
|
2022
Q3 | $7.12M | Buy |
222,564
+9,297
| +4% | +$298K | 1.66% | 6 |
|
|
2022
Q2 | $7.16M | Sell |
213,267
-20,318
| -9% | -$682K | 1.46% | 6 |
|
|
2022
Q1 | $8.75M | Buy |
233,585
+75,101
| +47% | +$2.81M | 1.46% | 7 |
|
|
2021
Q4 | $6.05M | Buy |
+158,484
| New | +$6.05M | 0.97% | 19 |
|
|
2021
Q3 | – | Sell |
-125,916
| Closed | -$4.52M | – | 264 |
|
|
2021
Q2 | $4.52M | Buy |
+125,916
| New | +$4.52M | 1.16% | 19 |
|
|
2021
Q1 | – | Sell |
-110,592
| Closed | -$3.62M | – | 252 |
|
|
2020
Q4 | $3.62M | Buy |
+110,592
| New | +$3.62M | 0.76% | 24 |
|