WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $54 | Hold |
1
| – | – | ﹤0.01% | 1087 |
|
|
2024
Q3 | $55 | Sell |
1
-156
| -99% | -$8.58K | ﹤0.01% | 1122 |
|
|
2024
Q2 | $6.06K | Sell |
157
-9,475
| -98% | -$366K | ﹤0.01% | 685 |
|
|
2024
Q1 | $374K | Sell |
9,632
-212,556
| -96% | -$8.26M | 0.12% | 115 |
|
|
2023
Q4 | $8.12M | Buy |
222,188
+893
| +0.4% | +$32.6K | 3.02% | 7 |
|
|
2023
Q3 | $7.69M | Sell |
221,295
-4,118
| -2% | -$143K | 2.93% | 7 |
|
|
2023
Q2 | $8.11M | Buy |
225,413
+16,153
| +8% | +$582K | 3.14% | 6 |
|
|
2023
Q1 | $7.42M | Buy |
209,260
+20,073
| +11% | +$712K | 3.21% | 5 |
|
|
2022
Q4 | $6.78M | Buy |
189,187
+5,242
| +3% | +$188K | 4.18% | 4 |
|
|
2022
Q3 | $5.89M | Sell |
183,945
-925
| -0.5% | -$29.6K | 4.14% | 6 |
|
|
2022
Q2 | $6.2M | Buy |
184,870
+25,799
| +16% | +$866K | 4.09% | 6 |
|
|
2022
Q1 | $5.96M | Buy |
+159,071
| New | +$5.96M | 3.55% | 7 |
|