Spire Wealth Management’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,118
| Closed | -$27K | – | 2593 |
|
|
2022
Q4 | $27K | Buy |
1,118
+8
| +0.7% | +$193 | ﹤0.01% | 1249 |
|
|
2022
Q3 | $28K | Buy |
1,110
+3
| +0.3% | +$76 | ﹤0.01% | 1187 |
|
|
2022
Q2 | $30K | Sell |
1,107
-17,750
| -94% | -$481K | ﹤0.01% | 1508 |
|
|
2022
Q1 | $591K | Buy |
18,857
+1,074
| +6% | +$33.7K | 0.02% | 518 |
|
|
2021
Q4 | $614K | Buy |
+17,783
| New | +$614K | 0.01% | 621 |
|