Mascoma Wealth Management’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$28.6K	0.01%	256
2021 Q2	–	Sell	-684	Closed	-$26K	–	112
2021 Q1	$26K	Buy	+684	New	+$26.7K	0.01%	268
2019 Q2	–	Sell	-785	Closed	-$20K	–	379
2019 Q1	$20K	Sell	785 -2,257	-74%	-$56K	0.01%	222
2018 Q4	$66K	Sell	3,042 -1,160	-28%	-$30.3K	0.05%	128
2018 Q3	$124K	Sell	4,202 -2,350	-36%	-$68.5K	0.08%	105
2018 Q2	$183K	Buy	6,552 +2,525	+63%	+$69K	0.13%	74
2018 Q1	$105K	Buy	+4,027	New	+$108K	0.07%	111