Legend Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-285,849
| Closed | -$9.79M | – | 46 |
|
|
2022
Q1 | $9.79M | Sell |
285,849
-79,901
| -22% | -$2.74M | 6.22% | 6 |
|
|
2021
Q4 | $12.6M | Buy |
365,750
+79,901
| +28% | +$2.76M | 8.81% | 3 |
|
|
2021
Q3 | $9.79M | Buy |
285,849
+27,896
| +11% | +$955K | 6.22% | 6 |
|
|
2021
Q2 | $8.84M | Buy |
257,953
+233,310
| +947% | +$8M | 5.69% | 8 |
|
|
2021
Q1 | $788K | Buy |
+24,643
| New | +$788K | 5.98% | 8 |
|