Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,561
| Closed | -$225K | – | 781 |
|
|
2021
Q3 | $225K | Sell |
6,561
-769
| -10% | -$26.4K | 0.04% | 411 |
|
|
2021
Q2 | $251K | Sell |
7,330
-438
| -6% | -$15K | 0.03% | 443 |
|
|
2021
Q1 | $248K | Buy |
7,768
+220
| +3% | +$7.02K | 0.04% | 394 |
|
|
2020
Q4 | $248K | Hold |
7,548
| – | – | 0.04% | 380 |
|
|
2020
Q3 | $239K | Sell |
7,548
-154
| -2% | -$4.88K | 0.04% | 349 |
|
|
2020
Q2 | $236K | Buy |
+7,702
| New | +$236K | 0.04% | 336 |
|