SWMG
Signature Wealth Management Group’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Sell |
105,922
-931
| -0.9% | -$39.6K | 1.78% | 14 |
|
|
2025
Q1 | $4.36M | Sell |
106,853
-394
| -0.4% | -$16.1K | 1.7% | 21 |
|
|
2024
Q4 | $4.34M | Sell |
107,247
-1,558
| -1% | -$63.1K | 1.75% | 17 |
|
|
2024
Q3 | $4.48M | Buy |
108,805
+1,447
| +1% | +$59.6K | 1.8% | 17 |
|
|
2024
Q2 | $4.15M | Sell |
107,358
-817
| -0.8% | -$31.6K | 1.82% | 15 |
|
|
2024
Q1 | $4.1M | Sell |
108,175
-1,378
| -1% | -$52.3K | 1.87% | 14 |
|
|
2023
Q4 | $4M | Buy |
+109,553
| New | +$4M | 1.85% | 15 |
|
|
2023
Q2 | $4.05M | Buy |
112,419
+1,819
| +2% | +$65.5K | 1.88% | 13 |
|
|
2023
Q1 | $3.92M | Sell |
110,600
-421
| -0.4% | -$14.9K | 1.86% | 19 |
|
|
2022
Q4 | $3.98M | Buy |
111,021
+863
| +0.8% | +$30.9K | 1.95% | 20 |
|
|
2022
Q3 | $3.53M | Buy |
110,158
+2,860
| +3% | +$91.5K | 1.79% | 19 |
|
|
2022
Q2 | $3.6M | Sell |
107,298
-729
| -0.7% | -$24.5K | 1.75% | 25 |
|
|
2022
Q1 | $4.05M | Buy |
108,027
+8,275
| +8% | +$310K | 1.82% | 16 |
|
|
2021
Q4 | $3.81M | Sell |
99,752
-9,185
| -8% | -$351K | 1.92% | 15 |
|
|
2021
Q3 | $3.8M | Buy |
+108,937
| New | +$3.8M | 2.11% | 10 |
|