Stone Summit Wealth’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-46,985
| Closed | -$1.67M | – | 138 |
|
|
2023
Q1 | $1.67M | Buy |
46,985
+1,225
| +3% | +$43.5K | 0.74% | 48 |
|
|
2022
Q4 | $1.64M | Buy |
45,760
+5,250
| +13% | +$188K | 0.8% | 45 |
|
|
2022
Q3 | $1.3M | Sell |
40,510
-6,790
| -14% | -$217K | 0.8% | 45 |
|
|
2022
Q2 | $1.59M | Buy |
47,300
+5,384
| +13% | +$181K | 0.95% | 36 |
|
|
2022
Q1 | $1.57M | Buy |
41,916
+17,221
| +70% | +$645K | 0.88% | 36 |
|
|
2021
Q4 | $947K | Buy |
+24,695
| New | +$947K | 0.77% | 52 |
|