MWM
MY Wealth Management’s Amplify Transformational Data Sharing ETF BLOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-65,695
| Closed | -$1.96M | – | 27 |
|
|
2023
Q4 | $1.96M | Sell |
65,695
-18,656
| -22% | -$557K | 1.85% | 14 |
|
|
2023
Q3 | $1.68M | Sell |
84,351
-134,611
| -61% | -$2.68M | 1.67% | 18 |
|
|
2023
Q2 | $4.98M | Sell |
218,962
-3,400
| -2% | -$77.4K | 4.54% | 9 |
|
|
2023
Q1 | $4.3M | Buy |
222,362
+136,949
| +160% | +$2.65M | 4.31% | 11 |
|
|
2022
Q4 | $1.29M | Sell |
85,413
-71,374
| -46% | -$1.08M | 1.97% | 14 |
|
|
2022
Q3 | $2.9M | Buy |
156,787
+74,346
| +90% | +$1.38M | 3.11% | 12 |
|
|
2022
Q2 | $1.5M | Buy |
82,441
+311
| +0.4% | +$5.64K | 1.61% | 19 |
|
|
2022
Q1 | $2.81M | Buy |
82,130
+35,006
| +74% | +$1.2M | 2.6% | 15 |
|
|
2021
Q4 | $1.89M | Buy |
+47,124
| New | +$1.89M | 1.66% | 19 |
|