Mascoma Wealth Management’s Amplify AI Powered Equity ETF AIEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-684
| Closed | -$20.4K | – | 470 |
|
|
2023
Q3 | $20.4K | Hold |
684
| – | – | 0.01% | 270 |
|
|
2023
Q2 | $22.2K | Hold |
684
| – | – | 0.01% | 262 |
|
|
2023
Q1 | $18.7K | Hold |
684
| – | – | 0.01% | 346 |
|
|
2022
Q4 | $19.5K | Hold |
684
| – | – | 0.01% | 334 |
|
|
2022
Q3 | $20K | Hold |
684
| – | – | 0.01% | 322 |
|
|
2022
Q2 | $21K | Hold |
684
| – | – | 0.01% | 337 |
|
|
2022
Q1 | $25K | Hold |
684
| – | – | 0.01% | 340 |
|
|
2021
Q4 | $29K | Hold |
684
| – | – | 0.01% | 278 |
|
|
2021
Q3 | $28K | Buy |
+684
| New | +$28K | 0.01% | 256 |
|
|
2021
Q2 | – | Sell |
-684
| Closed | -$26K | – | 112 |
|
|
2021
Q1 | $26K | Buy |
+684
| New | +$26K | 0.01% | 268 |
|
|
2019
Q2 | – | Sell |
-785
| Closed | -$20K | – | 379 |
|
|
2019
Q1 | $20K | Sell |
785
-2,257
| -74% | -$57.5K | 0.01% | 222 |
|
|
2018
Q4 | $66K | Sell |
3,042
-1,160
| -28% | -$25.2K | 0.05% | 128 |
|
|
2018
Q3 | $124K | Sell |
4,202
-2,350
| -36% | -$69.3K | 0.08% | 105 |
|
|
2018
Q2 | $183K | Buy |
6,552
+2,525
| +63% | +$70.5K | 0.13% | 74 |
|
|
2018
Q1 | $105K | Buy |
+4,027
| New | +$105K | 0.07% | 111 |
|