SWM
Selective Wealth Management’s Amplify Alternative Harvest ETF MJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-600
| Closed | -$3K | – | 484 |
|
2022
Q3 | $3K | Hold |
600
| – | – | ﹤0.01% | 639 |
|
2022
Q2 | $3K | Hold |
600
| – | – | ﹤0.01% | 670 |
|
2022
Q1 | $6K | Hold |
600
| – | – | ﹤0.01% | 584 |
|
2021
Q4 | $7K | Hold |
600
| – | – | ﹤0.01% | 520 |
|
2021
Q3 | $9K | Hold |
600
| – | – | ﹤0.01% | 445 |
|
2021
Q2 | $12K | Buy |
600
+100
| +20% | +$2K | 0.01% | 323 |
|
2021
Q1 | $11K | Hold |
500
| – | – | 0.01% | 245 |
|
2020
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 269 |
|
2020
Q3 | $5K | Sell |
500
-33
| -6% | -$330 | ﹤0.01% | 247 |
|
2020
Q2 | $7K | Buy |
533
+500
| +1,515% | +$6.57K | 0.01% | 267 |
|
2020
Q1 | $0 | Hold |
33
| – | – | ﹤0.01% | 341 |
|
2019
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 312 |
|
2019
Q3 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 322 |
|