SWA
SFMG Wealth Advisors’s Amplify Transformational Data Sharing ETF BLOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Buy |
+4,650
| New | +$266K | 0.02% | 223 |
|
|
2025
Q1 | – | Sell |
-7,736
| Closed | -$334K | – | 285 |
|
|
2024
Q4 | $334K | Sell |
7,736
-2,033
| -21% | -$87.8K | 0.03% | 189 |
|
|
2024
Q3 | $367K | Sell |
9,769
-48,274
| -83% | -$1.81M | 0.03% | 181 |
|
|
2024
Q2 | $2.06M | Sell |
58,043
-4,009
| -6% | -$142K | 0.18% | 62 |
|
|
2024
Q1 | $2.26M | Buy |
62,052
+83
| +0.1% | +$3.03K | 0.19% | 63 |
|
|
2023
Q4 | $1.85M | Buy |
61,969
+831
| +1% | +$24.8K | 0.17% | 72 |
|
|
2023
Q3 | $1.22M | Buy |
61,138
+1,595
| +3% | +$31.8K | 0.13% | 78 |
|
|
2023
Q2 | $1.35M | Buy |
59,543
+2,601
| +5% | +$59.2K | 0.14% | 78 |
|
|
2023
Q1 | $1.1M | Buy |
56,942
+8,751
| +18% | +$169K | 0.12% | 83 |
|
|
2022
Q4 | $729K | Sell |
48,191
-2,815
| -6% | -$42.6K | 0.08% | 107 |
|
|
2022
Q3 | $933K | Buy |
51,006
+8,323
| +19% | +$152K | 0.11% | 91 |
|
|
2022
Q2 | $774K | Buy |
42,683
+3,856
| +10% | +$69.9K | 0.09% | 96 |
|
|
2022
Q1 | $1.33M | Buy |
38,827
+7,309
| +23% | +$250K | 0.13% | 84 |
|
|
2021
Q4 | $1.27M | Buy |
31,518
+13,372
| +74% | +$537K | 0.12% | 86 |
|
|
2021
Q3 | $810K | Buy |
+18,146
| New | +$810K | 0.09% | 103 |
|