LifePlan Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Sell |
141,065
-2,201
| -2% | -$67.5K | 3.58% | 5 |
|
|
2025
Q1 | $4.11M | Buy |
143,266
+3,280
| +2% | +$94.2K | 3.59% | 6 |
|
|
2024
Q4 | $4.11M | Sell |
139,986
-206
| -0.1% | -$6.05K | 3.63% | 5 |
|
|
2024
Q3 | $4.26M | Sell |
140,192
-697
| -0.5% | -$21.2K | 3.66% | 5 |
|
|
2024
Q2 | $4M | Sell |
140,889
-135
| -0.1% | -$3.83K | 3.68% | 5 |
|
|
2024
Q1 | $3.94M | Sell |
141,024
-1,656
| -1% | -$46.2K | 3.61% | 5 |
|
|
2023
Q4 | $3.79M | Buy |
+142,680
| New | +$3.79M | 3.8% | 5 |
|