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