Mascoma Wealth Management’s Amplify Online Retail ETF IBUY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-880
| Closed | -$34.3K | – | 652 |
|
2022
Q4 | $34.3K | Hold |
880
| – | – | 0.01% | 277 |
|
2022
Q3 | $35K | Hold |
880
| – | – | 0.01% | 277 |
|
2022
Q2 | $37K | Hold |
880
| – | – | 0.01% | 279 |
|
2022
Q1 | $58K | Hold |
880
| – | – | 0.02% | 242 |
|
2021
Q4 | $77K | Hold |
880
| – | – | 0.03% | 181 |
|
2021
Q3 | $96K | Buy |
+880
| New | +$96K | 0.04% | 156 |
|
2021
Q2 | – | Sell |
-880
| Closed | -$109K | – | 263 |
|
2021
Q1 | $109K | Buy |
+880
| New | +$109K | 0.05% | 145 |
|
2019
Q3 | – | Sell |
-175
| Closed | -$9K | – | 206 |
|
2019
Q2 | $9K | Buy |
175
+75
| +75% | +$3.86K | 0.01% | 275 |
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 297 |
|
2018
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 306 |
|