MGWM
Marks Group Wealth Management’s Amplify High Income ETF YYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-113,668
| Closed | -$1.44M | – | 294 |
|
|
2022
Q2 | $1.44M | Buy |
113,668
+1,223
| +1% | +$15.5K | 0.21% | 132 |
|
|
2022
Q1 | $1.68M | Buy |
112,445
+24,540
| +28% | +$367K | 0.21% | 118 |
|
|
2021
Q4 | $1.46M | Sell |
87,905
-3,254
| -4% | -$54.1K | 0.18% | 129 |
|
|
2021
Q3 | $1.53M | Hold |
91,159
| – | – | 0.21% | 124 |
|
|
2021
Q2 | $1.61M | Sell |
91,159
-124
| -0.1% | -$2.19K | 0.22% | 121 |
|
|
2021
Q1 | $1.52M | Buy |
91,283
+35,840
| +65% | +$598K | 0.23% | 119 |
|
|
2020
Q4 | $883K | Sell |
55,443
-132
| -0.2% | -$2.1K | 0.14% | 146 |
|
|
2020
Q3 | $815K | Hold |
55,575
| – | – | 0.15% | 142 |
|
|
2020
Q2 | $796K | Hold |
55,575
| – | – | 0.16% | 136 |
|
|
2020
Q1 | $709K | Hold |
55,575
| – | – | 0.18% | 133 |
|
|
2019
Q4 | $991K | Buy |
+55,575
| New | +$991K | 0.19% | 140 |
|