SPW
Sonoma Private Wealth’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
8,765
-297
| -3% | -$17.3K | 0.62% | 42 |
|
|
2025
Q1 | $498K | Buy |
9,062
+247
| +3% | +$13.6K | 0.69% | 44 |
|
|
2024
Q4 | $527K | Buy |
8,815
+235
| +3% | +$14K | 0.85% | 43 |
|
|
2024
Q3 | $514K | Sell |
8,580
-5,003
| -37% | -$300K | 0.8% | 44 |
|
|
2024
Q2 | $767K | Sell |
13,583
-78
| -0.6% | -$4.41K | 1.25% | 24 |
|
|
2024
Q1 | $799K | Buy |
13,661
+8,003
| +141% | +$468K | 1.29% | 24 |
|
|
2023
Q4 | $315K | Sell |
5,658
-8,434
| -60% | -$469K | 0.52% | 63 |
|
|
2023
Q3 | $705K | Buy |
14,092
+3,217
| +30% | +$161K | 1.29% | 22 |
|
|
2023
Q2 | $579K | Sell |
10,875
-11,902
| -52% | -$634K | 1.01% | 36 |
|
|
2023
Q1 | $1.19M | Buy |
22,777
+7,073
| +45% | +$369K | 2.36% | 8 |
|
|
2022
Q4 | $775K | Buy |
+15,704
| New | +$775K | 1.71% | 19 |
|