Personal CFO Solutions’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,000
| Closed | -$207K | – | 511 |
|
|
2021
Q4 | $207K | Hold |
6,000
| – | – | 0.04% | 434 |
|
|
2021
Q3 | $205K | Hold |
6,000
| – | – | 0.04% | 414 |
|
|
2021
Q2 | $206K | Sell |
6,000
-1,000
| -14% | -$34.3K | 0.04% | 403 |
|
|
2021
Q1 | $224K | Hold |
7,000
| – | – | 0.05% | 355 |
|
|
2020
Q4 | $230K | Hold |
7,000
| – | – | 0.06% | 320 |
|
|
2020
Q3 | $0 | Buy |
+7,000
| New | – | ﹤0.01% | 309 |
|