SWM
SeaCrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,019
| Closed | -$73K | – | 733 |
|
|
2022
Q2 | $73K | Buy |
+4,019
| New | +$73K | 0.01% | 968 |
|
|
2021
Q3 | – | Sell |
-21,777
| Closed | -$1.04M | – | 684 |
|
|
2021
Q2 | $1.04M | Buy |
21,777
+11,613
| +114% | +$554K | 0.13% | 180 |
|
|
2021
Q1 | $568K | Buy |
+10,164
| New | +$568K | 0.08% | 287 |
|
|
2019
Q2 | – | Sell |
-4,391
| Closed | -$77K | – | 677 |
|
|
2019
Q1 | $77K | Sell |
4,391
-19,548
| -82% | -$343K | 0.01% | 790 |
|
|
2018
Q4 | $354K | Sell |
23,939
-391
| -2% | -$5.78K | 0.07% | 281 |
|
|
2018
Q3 | $493K | Hold |
24,330
| – | – | 0.08% | 259 |
|
|
2018
Q2 | $472K | Buy |
+24,330
| New | +$472K | 0.09% | 256 |
|