Summit Financial Group’s Amplify Mobile Payments ETF IPAY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-6,261
| Closed | -$261K | – | 187 |
|
2023
Q1 | $261K | Sell |
6,261
-290
| -4% | -$12.1K | 0.1% | 164 |
|
2022
Q4 | $257K | Sell |
6,551
-1,085
| -14% | -$42.6K | 0.1% | 167 |
|
2022
Q3 | $288K | Sell |
7,636
-1,660
| -18% | -$62.6K | 0.12% | 154 |
|
2022
Q2 | $364K | Sell |
9,296
-2,951
| -24% | -$116K | 0.14% | 142 |
|
2022
Q1 | $638K | Sell |
12,247
-1,930
| -14% | -$101K | 0.22% | 113 |
|
2021
Q4 | $823K | Hold |
14,177
| – | – | 0.27% | 99 |
|
2021
Q3 | $959K | Sell |
14,177
-163
| -1% | -$11K | 0.35% | 77 |
|
2021
Q2 | $1.01M | Sell |
14,340
-1,515
| -10% | -$107K | 0.38% | 75 |
|
2021
Q1 | $1.06M | Buy |
15,855
+2,265
| +17% | +$151K | 0.44% | 62 |
|
2020
Q4 | $904K | Buy |
13,590
+1,275
| +10% | +$84.8K | 0.4% | 67 |
|
2020
Q3 | $670K | Buy |
12,315
+5,434
| +79% | +$296K | 0.33% | 74 |
|
2020
Q2 | $337K | Buy |
+6,881
| New | +$337K | 0.18% | 104 |
|