MGWM
Marks Group Wealth Management’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Hold |
8,090
| – | – | 0.04% | 228 |
|
|
2025
Q1 | $445K | Hold |
8,090
| – | – | 0.04% | 248 |
|
|
2024
Q4 | $483K | Hold |
8,090
| – | – | 0.05% | 223 |
|
|
2024
Q3 | $485K | Hold |
8,090
| – | – | 0.05% | 225 |
|
|
2024
Q2 | $457K | Hold |
8,090
| – | – | 0.05% | 230 |
|
|
2024
Q1 | $473K | Hold |
8,090
| – | – | 0.05% | 221 |
|
|
2023
Q4 | $450K | Hold |
8,090
| – | – | 0.05% | 224 |
|
|
2023
Q3 | $405K | Hold |
8,090
| – | – | 0.05% | 226 |
|
|
2023
Q2 | $431K | Sell |
8,090
-993
| -11% | -$52.9K | 0.05% | 220 |
|
|
2023
Q1 | $474K | Hold |
9,083
| – | – | 0.06% | 212 |
|
|
2022
Q4 | $449K | Hold |
9,083
| – | – | 0.06% | 217 |
|
|
2022
Q3 | $419K | Hold |
9,083
| – | – | 0.06% | 215 |
|
|
2022
Q2 | $432K | Hold |
9,083
| – | – | 0.06% | 215 |
|
|
2022
Q1 | $531K | Hold |
9,083
| – | – | 0.07% | 225 |
|
|
2021
Q4 | $585K | Buy |
+9,083
| New | +$585K | 0.07% | 219 |
|