PCG Wealth Advisors’s Amplify Transformational Data Sharing ETF BLOK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,505
| Closed | -$498K | – | 101 |
|
|
2025
Q1 | $498K | Buy |
13,505
+520
| +4% | +$19.2K | 0.17% | 86 |
|
|
2024
Q4 | $561K | Buy |
12,985
+3,587
| +38% | +$155K | 0.21% | 82 |
|
|
2024
Q3 | $353K | Sell |
9,398
-440
| -4% | -$16.5K | 0.14% | 90 |
|
|
2024
Q2 | $349K | Buy |
9,838
+728
| +8% | +$25.8K | 0.15% | 85 |
|
|
2024
Q1 | $332K | Sell |
9,110
-70
| -0.8% | -$2.55K | 0.16% | 82 |
|
|
2023
Q4 | $274K | Buy |
+9,180
| New | +$274K | 0.15% | 85 |
|
|
2023
Q3 | – | Sell |
-9,632
| Closed | -$219K | – | 107 |
|
|
2023
Q2 | $219K | Buy |
+9,632
| New | +$219K | 0.14% | 97 |
|
|
2022
Q4 | – | Sell |
-19,920
| Closed | -$365K | – | 114 |
|
|
2022
Q3 | $365K | Buy |
19,920
+9,862
| +98% | +$181K | 0.13% | 87 |
|
|
2022
Q2 | $182K | Sell |
10,058
-663
| -6% | -$12K | 0.13% | 81 |
|
|
2022
Q1 | $367K | Sell |
10,721
-117
| -1% | -$4.01K | 0.23% | 59 |
|
|
2021
Q4 | $423K | Buy |
+10,838
| New | +$423K | 0.29% | 52 |
|