Perigon Wealth Management’s Amplify Alternative Harvest ETF MJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,509
| Closed | -$38.4K | – | 1062 |
|
2024
Q4 | $38.4K | Sell |
1,509
-759
| -33% | -$19.3K | ﹤0.01% | 1034 |
|
2024
Q3 | $90.1K | Buy |
2,268
+19
| +0.8% | +$755 | ﹤0.01% | 970 |
|
2024
Q2 | $89.6K | Sell |
2,249
-19
| -0.8% | -$757 | ﹤0.01% | 843 |
|
2024
Q1 | $114K | Buy |
2,268
+72
| +3% | +$3.61K | ﹤0.01% | 826 |
|
2023
Q4 | $85.1K | Sell |
2,196
-122
| -5% | -$4.73K | ﹤0.01% | 813 |
|
2023
Q3 | $102K | Buy |
2,318
+162
| +8% | +$7.1K | ﹤0.01% | 758 |
|
2023
Q2 | $77.3K | Buy |
2,156
+1,275
| +145% | +$45.7K | ﹤0.01% | 760 |
|
2023
Q1 | $37.2K | Buy |
+881
| New | +$37.2K | ﹤0.01% | 694 |
|
2021
Q2 | – | Sell |
-782
| Closed | -$215K | – | 522 |
|
2021
Q1 | $215K | Buy |
782
+487
| +165% | +$134K | 0.02% | 456 |
|
2020
Q4 | $51K | Buy |
+295
| New | +$51K | 0.01% | 734 |
|
2019
Q3 | – | Sell |
-596
| Closed | -$227K | – | 252 |
|
2019
Q2 | $227K | Buy |
+596
| New | +$227K | 0.05% | 218 |
|