Navis Wealth Advisors’s Amplify Mobile Payments ETF IPAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-25,970
| Closed | -$980K | – | 88 |
|
|
2022
Q3 | $980K | Sell |
25,970
-200
| -0.8% | -$7.55K | 1.51% | 13 |
|
|
2022
Q2 | $1.02M | Hold |
26,170
| – | – | 1.1% | 20 |
|
|
2022
Q1 | $1.36M | Hold |
26,170
| – | – | 1.21% | 17 |
|
|
2021
Q4 | $1.52M | Buy |
26,170
+7,258
| +38% | +$421K | 1.28% | 17 |
|
|
2021
Q3 | $1.28M | Sell |
18,912
-200
| -1% | -$13.5K | 0.89% | 20 |
|
|
2021
Q2 | $1.35M | Hold |
19,112
| – | – | 1.13% | 22 |
|
|
2021
Q1 | $1.28M | Buy |
19,112
+2,300
| +14% | +$154K | 0.99% | 22 |
|
|
2020
Q4 | $1.12M | Buy |
+16,812
| New | +$1.12M | 1.01% | 22 |
|